Filed May 23, 2018
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 8-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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $175,630 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,989 |
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 | $21,216 | $45,382-53.3% | $154,107-86.2% | $75,289-71.8% |
| Participation rate | 95.8% | 65.9%+29.9pp | 83.0%+12.8pp | 72.4%+23.4pp |
| Annual return | -5.44% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,250 | $1,533-18.5% | $5,298-76.4% | $2,405-48.0% |
| Participant deferral / active EE | $1,695 | $2,384-28.9% | $5,081-66.6% | $3,739-54.7% |
| Admin fee / account holder | $48 | $89-45.9% | $13,411-99.6% | $102-52.7% |