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) | $4,237 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,388 | $57,976+0.7% | $62,995-7.3% | $62,292-6.3% |
| Participation rate | 77.7% | 75.9%+1.8pp | 74.8%+2.9pp | 69.5%+8.2pp |
| Annual return | 11.30% | 17.54%-6.2pp | 87.57%-76.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $2,902 | $2,415+20.2% | $2,759+5.2% | $2,042+42.1% |
| Participant deferral / active EE | $3,072 | $2,956+3.9% | $3,329-7.7% | $3,169-3.1% |
| Admin fee / account holder | $22 | $276-91.9% | $3,600-99.4% | $479-95.3% |