Filed January 19, 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $66,364 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $22,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,633 | $105,581-44.5% | $70,449-16.8% | $90,288-35.1% |
| Participation rate | 43.5% | 77.5%-34.0pp | 75.1%-31.5pp | 73.4%-29.8pp |
| Annual return | 12.68% | 14.78%-2.1pp | 109.03%-96.4pp | 53.97%-41.3pp |
| Employer contribution / active EE | $1,092 | $3,304-66.9% | $2,737-60.1% | $2,524-56.7% |
| Participant deferral / active EE | $1,470 | $3,813-61.4% | $3,709-60.4% | $4,232-65.3% |
| Admin fee / account holder | $51 | $68-24.9% | $3,845-98.7% | $114-55.5% |