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 | $248,062 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $10,510 |
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 | $23,627 | $37,213-36.5% | $156,549-84.9% | $63,975-63.1% |
| Participation rate | 90.8% | 65.0%+25.8pp | 84.0%+6.8pp | 71.1%+19.7pp |
| Annual return | 6.90% | 47.89%-41.0pp | 32.23%-25.3pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,629 | $1,357+20.1% | $5,501-70.4% | $2,182-25.3% |
| Participant deferral / active EE | $2,166 | $2,070+4.6% | $4,871-55.5% | $3,356-35.5% |
| Admin fee / account holder | $68 | $56+21.3% | $13,027-99.5% | $70-3.0% |