Filed August 14, 2007 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $372,934 |
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 | $29,893 | $37,039-19.3% | $147,614-79.7% | $59,188-49.5% |
| Participation rate | 69.1% | 63.8%+5.3pp | 84.6%-15.6pp | 69.4%-0.4pp |
| Annual return | 0.23% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,146 | $1,353-15.3% | $5,564-79.4% | $2,098-45.4% |
| Participant deferral / active EE | $3,204 | $2,094+53.0% | $4,895-34.6% | $3,265-1.9% |
| Admin fee / account holder | $123 | $60+103.8% | $11,611-98.9% | $92+33.1% |