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 | $124,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,173 | $37,196-18.9% | $154,107-80.4% | $55,725-45.9% |
| Participation rate | 66.4% | 64.1%+2.3pp | 83.0%-16.7pp | 70.9%-4.5pp |
| Annual return | 2.22% | 1319.68%-1317.5pp | 735.12%-732.9pp | 244.93%-242.7pp |
| Employer contribution / active EE | $560 | $1,614-65.3% | $5,298-89.4% | $2,078-73.1% |
| Participant deferral / active EE | $2,962 | $2,068+43.2% | $5,081-41.7% | $3,356-11.7% |
| Admin fee / account holder | $183 | $102+79.8% | $13,411-98.6% | $115+58.6% |