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 |
|---|---|---|
VRSCO3+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $243,709 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $10,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,280 | $46,969-7.9% | $154,107-71.9% | $73,367-41.0% |
| Participation rate | 29.4% | 72.4%-43.0pp | 83.0%-53.7pp | 69.5%-40.1pp |
| Annual return | 22.47% | 821.68%-799.2pp | 735.12%-712.7pp | 173.45%-151.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $1,139 | $3,162-64.0% | $5,081-77.6% | $4,033-71.8% |
| Admin fee / account holder | $43 | $47-7.7% | $13,411-99.7% | $68-37.1% |