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 | $22,965 |
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 | $24,576 | $58,264-57.8% | $86,612-71.6% | $71,457-65.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.38% | 21.63%-3.2pp | 591.07%-572.7pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,169 | $2,574-15.7% | $3,022-28.2% | $2,588-16.2% |
| Participant deferral / active EE | $3,975 | $3,436+15.7% | $4,438-10.4% | $4,289-7.3% |
| Admin fee / account holder | $105 | $1,057-90.1% | $5,614-98.1% | $1,587-93.4% |