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 | $2,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,993 | $47,977-72.9% | $154,107-91.6% | $56,287-76.9% |
| Participation rate | 43.0% | 66.2%-23.2pp | 83.0%-40.0pp | 69.9%-26.8pp |
| Annual return | 10.29% | 3.54%+6.8pp | 735.12%-724.8pp | -9.96%+20.2pp |
| Employer contribution / active EE | $494 | $2,169-77.2% | $5,298-90.7% | $2,111-76.6% |
| Participant deferral / active EE | $991 | $2,392-58.6% | $5,081-80.5% | $3,350-70.4% |
| Admin fee / account holder | $15 | $438-96.5% | $13,411-99.9% | $521-97.0% |