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 | $71,187 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,676 | $69,763-23.1% | $67,502-20.5% | $74,495-27.9% |
| Participation rate | 89.6% | 71.4%+18.2pp | 72.9%+16.7pp | 67.2%+22.4pp |
| Annual return | 11.99% | -40.34%+52.3pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,888 | $2,704+43.8% | $2,731+42.4% | $2,623+48.2% |
| Participant deferral / active EE | $3,784 | $3,636+4.1% | $4,000-5.4% | $4,346-12.9% |
| Admin fee / account holder | $310 | $896-65.4% | $3,998-92.2% | $1,942-84.0% |