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 | $17,381 |
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 | $83,154 | $70,083+18.6% | $59,878+38.9% | $55,725+49.2% |
| Participation rate | 63.2% | 78.4%-15.2pp | 74.7%-11.5pp | 70.9%-7.7pp |
| Annual return | -1.61% | 3.13%-4.7pp | 3.46%-5.1pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,955 | $2,878-32.1% | $2,722-28.2% | $2,078-5.9% |
| Participant deferral / active EE | $3,527 | $3,079+14.6% | $3,402+3.7% | $3,356+5.1% |
| Admin fee / account holder | $41 | $70-41.5% | $3,590-98.9% | $115-64.3% |