Filed November 2, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $16,785 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,235 | $52,293+76.4% | $178,490-48.3% | $73,409+25.6% |
| Participation rate | 69.7% | 65.3%+4.3pp | 81.9%-12.3pp | 72.2%-2.5pp |
| Annual return | 13.04% | 34.75%-21.7pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,440 | $1,735-17.0% | $5,011-71.3% | $2,234-35.5% |
| Participant deferral / active EE | $3,462 | $2,332+48.4% | $5,202-33.4% | $3,805-9.0% |
| Admin fee / account holder | $78 | $127-38.4% | $13,984-99.4% | $158-50.3% |