Filed June 1, 2012 (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 INS COMPANY Service code 15 · EIN 74-1625348 | Recordkeeping | $23,305 |
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 | $87,629 | $67,166+30.5% | $57,343+52.8% | $55,191+58.8% |
| Participation rate | 54.5% | 77.7%-23.2pp | 75.1%-20.6pp | 69.2%-14.7pp |
| Annual return | 2.01% | 4.22%-2.2pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,694 | $2,812-39.8% | $2,689-37.0% | $1,899-10.8% |
| Participant deferral / active EE | $2,962 | $2,835+4.5% | $3,162-6.3% | $3,046-2.8% |
| Admin fee / account holder | $66 | $44+51.6% | $3,356-98.0% | $91-27.3% |