Filed February 20, 2017
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: VARIBLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $8,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $43,136 | $70,667-39.0% | $123,104-65.0% | $52,331-17.6% |
| Participation rate | 69.3% | 83.7%-14.4pp | 86.8%-17.5pp | 68.1%+1.2pp |
| Annual return | 0.79% | 6.23%-5.4pp | 13.22%-12.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,092 | $2,946-62.9% | $5,151-78.8% | $1,882-42.0% |
| Participant deferral / active EE | $1,864 | $4,493-58.5% | $6,230-70.1% | $3,022-38.3% |
| Admin fee / account holder | $78 | $506-84.6% | $9,015-99.1% | $592-86.8% |