Filed September 13, 2005
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: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,920 |
Annual investment return 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 | $52,642 | $52,467+0.3% | $57,179-7.9% | $55,167-4.6% |
| Participation rate | 83.1% | 75.8%+7.3pp | 75.3%+7.8pp | 69.0%+14.1pp |
| Annual return | -0.28% | 7.72%-8.0pp | 14.59%-14.9pp | 169.23%-169.5pp |
| Employer contribution / active EE | $2,797 | $2,477+12.9% | $2,682+4.3% | $1,963+42.5% |
| Participant deferral / active EE | $2,780 | $2,830-1.8% | $3,096-10.2% | $3,054-9.0% |
| Admin fee / account holder | $34 | $269-87.3% | $3,139-98.9% | $504-93.2% |