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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $1,137 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,307 | $55,453-38.1% | $170,442-79.9% | $62,292-44.9% |
| Participation rate | 86.7% | 66.4%+20.4pp | 83.6%+3.1pp | 69.5%+17.2pp |
| Annual return | 18.50% | 21.38%-2.9pp | 205.93%-187.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,667 | $2,164-23.0% | $5,433-69.3% | $2,042-18.4% |
| Participant deferral / active EE | $2,957 | $2,303+28.4% | $4,939-40.1% | $3,169-6.7% |
| Admin fee / account holder | $73 | $455-84.0% | $13,880-99.5% | $479-84.8% |