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 | $2,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,987 | $46,292-67.6% | $143,757-89.6% | $64,808-76.9% |
| Participation rate | 35.3% | 64.2%-29.0pp | 80.3%-45.1pp | 71.5%-36.2pp |
| Annual return | -8.60% | -10.05%+1.4pp | -0.04%-8.6pp | 32.82%-41.4pp |
| Employer contribution / active EE | $473 | $1,910-75.2% | $4,951-90.4% | $2,506-81.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $7 | $154-95.3% | $14,673-100.0% | $188-96.2% |