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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,217 | $65,061-72.0% | $143,757-87.3% | $66,914-72.8% |
| Participation rate | 91.9% | 65.2%+26.7pp | 80.3%+11.6pp | 69.8%+22.1pp |
| Annual return | -15.83% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,519 | $2,361+6.7% | $4,951-49.1% | $2,544-1.0% |
| Participant deferral / active EE | $1,378 | $2,919-52.8% | $5,637-75.6% | $4,237-67.5% |
| Admin fee / account holder | $1 | $502-99.8% | $14,673-100.0% | $593-99.8% |