Filed November 5, 2020 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $249,688 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,015 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,177 | $37,039-40.1% | $147,614-85.0% | $59,188-62.5% |
| Participation rate | 92.0% | 63.8%+28.3pp | 84.6%+7.4pp | 69.4%+22.6pp |
| Annual return | -0.34% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,642 | $1,353+21.4% | $5,564-70.5% | $2,098-21.7% |
| Participant deferral / active EE | $2,038 | $2,094-2.7% | $4,895-58.4% | $3,265-37.6% |
| Admin fee / account holder | $73 | $60+21.2% | $11,611-99.4% | $92-20.8% |