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 5-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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $51,238 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,788 |
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 | $35,662 | $65,908-45.9% | $81,812-56.4% | $77,643-54.1% |
| Participation rate | 87.7% | 65.8%+21.9pp | 72.3%+15.4pp | 70.6%+17.2pp |
| Annual return | 13.13% | 26.64%-13.5pp | 773.79%-760.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,624 | $2,370-31.5% | $2,912-44.2% | $2,726-40.4% |
| Participant deferral / active EE | $3,695 | $3,505+5.4% | $4,319-14.4% | $4,647-20.5% |
| Admin fee / account holder | $68 | $526-87.1% | $7,386-99.1% | $430-84.2% |