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 | $93,421 |
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 | $30,984 | $62,928-50.8% | $172,739-82.1% | $67,579-54.2% |
| Participation rate | 64.1% | 64.5%-0.4pp | 82.6%-18.5pp | 71.3%-7.2pp |
| Annual return | 22.34% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $574 | $1,636-64.9% | $5,143-88.8% | $2,148-73.3% |
| Participant deferral / active EE | $3,074 | $2,145+43.3% | $5,198-40.9% | $3,539-13.1% |
| Admin fee / account holder | $125 | $167-25.2% | $13,954-99.1% | $142-12.5% |