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 INSURACE CO. Service code 26 · EIN 74-1625348 7929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $33,799 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $85,199-100.0% | $57,179-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 75.3%-75.3pp | 71.1%-71.1pp |
| Annual return | 0.29% | 10.43%-10.1pp | 14.59%-14.3pp | 48.65%-48.4pp |
| Employer contribution / active EE | $904 | $3,446-73.8% | $2,682-66.3% | $2,182-58.6% |
| Participant deferral / active EE | $2,077 | $3,109-33.2% | $3,096-32.9% | $3,356-38.1% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |