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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $8,015 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,101 | $60,795-65.3% | $69,455-69.6% | $65,185-67.6% |
| Participation rate | 79.2% | 74.9%+4.4pp | 74.6%+4.6pp | 70.2%+9.0pp |
| Annual return | 17.24% | 17.46%-0.2pp | 28.97%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $1,346 | $2,452-45.1% | $2,779-51.6% | $2,177-38.1% |
| Participant deferral / active EE | $1,152 | $3,162-63.6% | $3,535-67.4% | $3,514-67.2% |
| Admin fee / account holder | $22 | $314-93.0% | $3,839-99.4% | $847-97.4% |