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) | $366,781 |
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 | $30,369 | $37,213-18.4% | $156,549-80.6% | $63,975-52.5% |
| Participation rate | 75.3% | 65.0%+10.3pp | 84.0%-8.7pp | 71.1%+4.2pp |
| Annual return | 9.28% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.4pp |
| Employer contribution / active EE | $1,399 | $1,357+3.1% | $5,501-74.6% | $2,182-35.9% |
| Participant deferral / active EE | $3,910 | $2,070+88.9% | $4,871-19.7% | $3,356+16.5% |
| Admin fee / account holder | $104 | $56+85.1% | $13,027-99.2% | $70+48.0% |