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 | $377,076 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,875 |
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 | $36,494 | $56,095-34.9% | $178,490-79.6% | $90,288-59.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 13.13% | 28.81%-15.7pp | 151.07%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,002 | $1,572-36.3% | $5,011-80.0% | $2,524-60.3% |
| Participant deferral / active EE | $2,744 | $2,669+2.8% | $5,202-47.2% | $4,232-35.2% |
| Admin fee / account holder | $109 | $101+8.4% | $13,984-99.2% | $114-4.4% |