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 | $18,517 |
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 | $94,243 | $95,542-1.4% | $69,455+35.7% | $67,579+39.5% |
| Participation rate | 61.2% | 79.4%-18.2pp | 74.6%-13.5pp | 71.3%-10.1pp |
| Annual return | 17.95% | 17.67%+0.3pp | 28.97%-11.0pp | 378.56%-360.6pp |
| Employer contribution / active EE | $1,872 | $2,989-37.4% | $2,779-32.6% | $2,148-12.9% |
| Participant deferral / active EE | $3,434 | $3,263+5.3% | $3,535-2.9% | $3,539-3.0% |
| Admin fee / account holder | $45 | $90-49.5% | $3,839-98.8% | $142-68.1% |