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 | $232,366 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $20,956 |
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 | $41,312 | $98,780-58.2% | $60,874-32.1% | $77,904-47.0% |
| Participation rate | 86.7% | 76.7%+10.1pp | 73.1%+13.6pp | 73.7%+13.1pp |
| Annual return | -13.68% | -11.56%-2.1pp | 16.90%-30.6pp | 12.21%-25.9pp |
| Employer contribution / active EE | $1,703 | $3,605-52.7% | $2,701-36.9% | $2,848-40.2% |
| Participant deferral / active EE | $2,184 | $4,200-48.0% | $3,817-42.8% | $4,806-54.6% |
| Admin fee / account holder | $94 | $89+5.7% | $3,224-97.1% | $133-29.3% |