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 |
|---|---|---|
MORNINGSTAR8+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,304 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,215 | $46,292+77.6% | $143,757-42.8% | $64,808+26.9% |
| Participation rate | 67.4% | 64.2%+3.2pp | 80.3%-12.9pp | 71.5%-4.0pp |
| Annual return | -14.03% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,502 | $1,910-21.3% | $4,951-69.7% | $2,506-40.1% |
| Participant deferral / active EE | $3,604 | $2,646+36.2% | $5,637-36.1% | $4,310-16.4% |
| Admin fee / account holder | $88 | $154-42.9% | $14,673-99.4% | $188-53.3% |