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 | $320,903 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,357 | $45,000-32.5% | $143,757-78.9% | $77,904-61.0% |
| Participation rate | 81.1% | 66.8%+14.3pp | 80.3%+0.8pp | 73.7%+7.4pp |
| Annual return | -13.53% | 29.03%-42.6pp | -0.04%-13.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $861 | $1,870-54.0% | $4,951-82.6% | $2,848-69.8% |
| Participant deferral / active EE | $2,272 | $3,157-28.0% | $5,637-59.7% | $4,806-52.7% |
| Admin fee / account holder | $86 | $98-12.5% | $14,673-99.4% | $133-35.0% |