Filed March 10, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 15 · EIN 74-1625348 | Recordkeeping | $5,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,821 | $70,083+1.1% | $59,878+18.3% | $55,725+27.1% |
| Participation rate | 66.5% | 78.4%-11.8pp | 74.7%-8.2pp | 70.9%-4.3pp |
| Annual return | -3.67% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,275 | $2,878-21.0% | $2,722-16.4% | $2,078+9.5% |
| Participant deferral / active EE | $2,309 | $3,079-25.0% | $3,402-32.1% | $3,356-31.2% |
| Admin fee / account holder | $6 | $70-90.8% | $3,590-99.8% | $115-94.4% |