Filed August 28, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INSURANCE CO. Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $27,965 |
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 | $67,256 | $39,122+71.9% | $57,179+17.6% | $62,891+6.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 126.10% | 9.23%+116.9pp | 14.59%+111.5pp | 20.14%+106.0pp |
| Employer contribution / active EE | $2,946 | $1,874+57.2% | $2,682+9.8% | $2,281+29.1% |
| Participant deferral / active EE | $4,542 | $2,374+91.4% | $3,096+46.7% | $3,203+41.8% |
| Admin fee / account holder | $129 | $2,592-95.0% | $3,139-95.9% | $4,296-97.0% |