Filed August 15, 2002
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: THE VARIABLE ANNUITY LIFE INSURANCE Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $5,551 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,524 | $66,124-65.9% | $90,404-75.1% | $73,488-69.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 12.65% | 17.65%-5.0pp | 1293.02%-1280.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,053 | $2,346-12.5% | $3,262-37.0% | $2,270-9.5% |
| Participant deferral / active EE | $3,164 | $3,039+4.1% | $3,963-20.2% | $3,740-15.4% |
| Admin fee / account holder | $37 | $396-90.7% | $5,611-99.3% | $513-92.8% |