Filed December 26, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS. COMPANY Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,466 | $61,156-64.9% | $185,823-88.4% | $79,386-73.0% |
| Participation rate | 94.6% | 66.6%+28.0pp | 81.7%+12.9pp | 70.7%+23.9pp |
| Annual return | 13.78% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,731 | $2,321+17.7% | $5,167-47.1% | $2,427+12.5% |
| Participant deferral / active EE | $1,384 | $2,789-50.4% | $5,568-75.1% | $4,046-65.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |