Filed April 30, 2019
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 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $9,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,911 | $46,173-17.9% | $170,442-77.8% | $69,631-45.6% |
| Participation rate | 50.9% | 63.9%-12.9pp | 83.6%-32.6pp | 70.7%-19.7pp |
| Annual return | 11.20% | 21.62%-10.4pp | 205.93%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $609 | $1,610-62.2% | $5,433-88.8% | $2,032-70.0% |
| Participant deferral / active EE | $1,668 | $2,080-19.8% | $4,939-66.2% | $3,224-48.3% |
| Admin fee / account holder | $10 | $116-91.2% | $13,880-99.9% | $110-90.8% |