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 | $14,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,252 | $94,529-56.4% | $140,016-70.5% | $64,186-35.7% |
| Participation rate | 72.8% | 84.1%-11.3pp | 87.5%-14.7pp | 69.6%+3.3pp |
| Annual return | -3.85% | 7.77%-11.6pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,473 | $3,812-61.4% | $5,606-73.7% | $2,381-38.1% |
| Participant deferral / active EE | $2,738 | $5,250-47.8% | $6,927-60.5% | $3,470-21.1% |
| Admin fee / account holder | $122 | $6,741-98.2% | $10,705-98.9% | $4,888-97.5% |