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 | $3,003 |
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 | $14,511 | $58,879-75.4% | $178,490-91.9% | $73,488-80.3% |
| Participation rate | 33.2% | 66.2%-33.0pp | 81.9%-48.8pp | 70.7%-37.5pp |
| Annual return | 2.65% | 24.86%-22.2pp | 151.07%-148.4pp | 28.51%-25.9pp |
| Employer contribution / active EE | $633 | $2,236-71.7% | $5,011-87.4% | $2,270-72.1% |
| Participant deferral / active EE | $1,092 | $2,567-57.5% | $5,202-79.0% | $3,740-70.8% |
| Admin fee / account holder | $18 | $400-95.6% | $13,984-99.9% | $513-96.5% |