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 65 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Account Maintenance | $496,376 |
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 | $33,941 | $44,989-24.6% | $170,442-80.1% | $77,958-56.5% |
| Participation rate | 89.8% | 64.6%+25.2pp | 83.6%+6.2pp | 71.6%+18.1pp |
| Annual return | 17.16% | 19.61%-2.5pp | 205.93%-188.8pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,320 | $1,466-10.0% | $5,433-75.7% | $2,310-42.9% |
| Participant deferral / active EE | $3,736 | $2,208+69.3% | $4,939-24.4% | $3,537+5.7% |
| Admin fee / account holder | $129 | $69+86.6% | $13,880-99.1% | $97+32.1% |