Filed February 6, 2008
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 | $9,848 |
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.
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 | $15,590 | $55,453-71.9% | $170,442-90.9% | $62,292-75.0% |
| Participation rate | 35.7% | 66.4%-30.7pp | 83.6%-47.9pp | 69.5%-33.8pp |
| Annual return | 11.74% | 21.38%-9.6pp | 205.93%-194.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $332 | $2,164-84.7% | $5,433-93.9% | $2,042-83.7% |
| Participant deferral / active EE | $1,379 | $2,303-40.1% | $4,939-72.1% | $3,169-56.5% |
| Admin fee / account holder | $67 | $455-85.2% | $13,880-99.5% | $479-85.9% |