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 INS CO. Service code 18 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Investment management fees paid direc... | $5,811 |
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 | $0 | $75,828-100.0% | $147,614-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | -1.75% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,564 | $3,485-26.4% | $5,564-53.9% | $2,203+16.4% |
| Participant deferral / active EE | $2,436 | $3,130-22.2% | $4,895-50.2% | $3,192-23.7% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |