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 | $40,954 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,949 |
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 | $22,243 | $45,382-51.0% | $154,107-85.6% | $75,289-70.5% |
| Participation rate | 98.4% | 65.9%+32.5pp | 83.0%+15.4pp | 72.4%+26.0pp |
| Annual return | -3.60% | -0.47%-3.1pp | 735.12%-738.7pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,996 | $1,533+30.2% | $5,298-62.3% | $2,405-17.0% |
| Participant deferral / active EE | $3,955 | $2,384+65.9% | $5,081-22.2% | $3,739+5.8% |
| Admin fee / account holder | $9 | $89-90.5% | $13,411-99.9% | $102-91.7% |