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 | $56,923 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,210 | $94,833-50.2% | $75,696-37.6% | $86,799-45.6% |
| Participation rate | 45.1% | 79.1%-34.1pp | 74.8%-29.8pp | 72.3%-27.2pp |
| Annual return | 24.12% | 16.91%+7.2pp | 104.53%-80.4pp | 97.91%-73.8pp |
| Employer contribution / active EE | $1,959 | $2,904-32.5% | $2,743-28.6% | $2,405-18.5% |
| Participant deferral / active EE | $1,511 | $3,632-58.4% | $3,821-60.5% | $4,131-63.4% |
| Admin fee / account holder | $270 | $109+148.3% | $3,619-92.5% | $170+59.1% |