See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 37 · EIN 74-1625348 | Loan Processing | $85,781 |
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 | $25,653 | $36,916-30.5% | $156,549-83.6% | $57,658-55.5% |
| Participation rate | 70.0% | 63.4%+6.6pp | 84.0%-14.0pp | 70.2%-0.2pp |
| Annual return | 16.67% | 12.38%+4.3pp | 32.23%-15.6pp | 5.13%+11.5pp |
| Employer contribution / active EE | $571 | $1,571-63.6% | $5,501-89.6% | $1,974-71.1% |
| Participant deferral / active EE | $2,869 | $1,926+49.0% | $4,871-41.1% | $3,061-6.3% |
| Admin fee / account holder | $131 | $82+59.3% | $13,027-99.0% | $95+39.0% |