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 | $16,445 |
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 | $47,581 | $109,359-56.5% | $162,163-70.7% | $72,985-34.8% |
| Participation rate | 68.5% | 84.3%-15.8pp | 87.6%-19.1pp | 69.5%-1.0pp |
| Annual return | 13.53% | 25.46%-11.9pp | 115.59%-102.1pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,519 | $3,907-61.1% | $5,614-72.9% | $2,440-37.7% |
| Participant deferral / active EE | $2,640 | $5,481-51.8% | $7,298-63.8% | $3,607-26.8% |
| Admin fee / account holder | $153 | $7,972-98.1% | $10,843-98.6% | $5,124-97.0% |