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 | $9,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,178 | $51,197-52.8% | $82,719-70.8% | $66,914-63.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.06% | -9.64%-4.4pp | 701.18%-715.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,250 | $2,611-13.8% | $3,009-25.2% | $2,544-11.5% |
| Participant deferral / active EE | $3,844 | $3,458+11.2% | $4,395-12.5% | $4,237-9.3% |
| Admin fee / account holder | $49 | $416-88.1% | $5,329-99.1% | $593-91.7% |