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 |
Annual investment return 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).
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 | $18,483 | $58,879-68.6% | $178,490-89.6% | $73,488-74.8% |
| Participation rate | 92.0% | 66.2%+25.8pp | 81.9%+10.1pp | 70.7%+21.4pp |
| Annual return | 10.25% | 24.86%-14.6pp | 151.07%-140.8pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,976 | $2,236-11.7% | $5,011-60.6% | $2,270-13.0% |
| Participant deferral / active EE | $936 | $2,567-63.5% | $5,202-82.0% | $3,740-75.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |