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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,253 | $47,977-70.3% | $154,107-90.8% | $56,287-74.7% |
| Participation rate | 78.4% | 66.2%+12.2pp | 83.0%-4.6pp | 69.9%+8.5pp |
| Annual return | -3.89% | 3.54%-7.4pp | 735.12%-739.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,610 | $2,169-25.8% | $5,298-69.6% | $2,111-23.8% |
| Participant deferral / active EE | $714 | $2,392-70.2% | $5,081-86.0% | $3,350-78.7% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |