Filed November 6, 2009
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $49,290 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,488 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,524 | $65,322-39.5% | $70,449-43.9% | $73,488-46.2% |
| Participation rate | 89.4% | 77.0%+12.4pp | 75.1%+14.3pp | 70.7%+18.7pp |
| Annual return | 3.29% | 15.71%-12.4pp | 109.03%-105.7pp | 28.51%-25.2pp |
| Employer contribution / active EE | $3,198 | $2,460+30.0% | $2,737+16.9% | $2,270+40.9% |
| Participant deferral / active EE | $2,841 | $3,375-15.8% | $3,709-23.4% | $3,740-24.0% |
| Admin fee / account holder | $234 | $214+9.3% | $3,845-93.9% | $513-54.4% |