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 | $4,312 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,593 | $87,841-52.6% | $133,980-69.0% | $62,891-33.9% |
| Participation rate | 66.3% | 83.4%-17.1pp | 87.1%-20.7pp | 69.3%-3.0pp |
| Annual return | 5.48% | 12.05%-6.6pp | 29.30%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,268 | $3,483-63.6% | $5,211-75.7% | $2,281-44.4% |
| Participant deferral / active EE | $2,322 | $4,812-51.8% | $6,282-63.0% | $3,203-27.5% |
| Admin fee / account holder | $33 | $5,371-99.4% | $9,324-99.6% | $4,296-99.2% |