Filed May 1, 2014 (most recent of 2 filings on file)
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 3-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 |
|---|---|---|
VRSCO2+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $174,451 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $10,635 |
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 | $40,782 | $48,835-16.5% | $170,442-76.1% | $177,276-77.0% |
| Participation rate | 49.3% | 72.1%-22.8pp | 83.6%-34.3pp | 74.8%-25.5pp |
| Annual return | 12.95% | 19.44%-6.5pp | 205.93%-193.0pp | 21.25%-8.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $1,962 | $2,757-28.8% | $4,939-60.3% | $3,881-49.4% |
| Admin fee / account holder | $35 | $52-31.7% | $13,880-99.7% | $154-77.0% |