Filed January 15, 2019 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $36,604 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,870 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $96 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,100 | $44,989-48.7% | $170,442-86.4% | $77,958-70.4% |
| Participation rate | 98.0% | 64.6%+33.4pp | 83.6%+14.4pp | 71.6%+26.3pp |
| Annual return | 12.89% | 19.61%-6.7pp | 205.93%-193.0pp | 20.87%-8.0pp |
| Employer contribution / active EE | $1,474 | $1,466+0.5% | $5,433-72.9% | $2,310-36.2% |
| Participant deferral / active EE | $2,718 | $2,208+23.1% | $4,939-45.0% | $3,537-23.1% |
| Admin fee / account holder | $8 | $69-88.2% | $13,880-99.9% | $97-91.6% |