Filed December 26, 2024
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 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,754 | $55,453-73.4% | $170,442-91.3% | $62,292-76.3% |
| Participation rate | 83.7% | 66.4%+17.4pp | 83.6%+0.1pp | 69.5%+14.2pp |
| Annual return | 13.53% | 21.38%-7.8pp | 205.93%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,704 | $2,164-21.3% | $5,433-68.6% | $2,042-16.6% |
| Participant deferral / active EE | $706 | $2,303-69.3% | $4,939-85.7% | $3,169-77.7% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.2% |