Filed March 10, 2009
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 | Securities Custodian | $2,669 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,913 | $46,360-76.5% | $147,614-92.6% | $52,331-79.1% |
| Participation rate | 70.2% | 64.9%+5.2pp | 84.6%-14.5pp | 68.1%+2.1pp |
| Annual return | -0.18% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $848 | $2,126-60.1% | $5,564-84.8% | $1,882-55.0% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $7 | $766-99.0% | $11,611-99.9% | $592-98.7% |