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: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $7,349 |
Participant contribution per participant 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 | $39,714 | $102,553-61.3% | $151,611-73.8% | $66,914-40.6% |
| Participation rate | 90.0% | 85.5%+4.5pp | 87.5%+2.5pp | 69.8%+20.2pp |
| Annual return | -9.87% | -10.82%+0.9pp | 3.33%-13.2pp | 1.58%-11.5pp |
| Employer contribution / active EE | $1,823 | $4,180-56.4% | $6,166-70.4% | $2,544-28.4% |
| Participant deferral / active EE | $3,111 | $6,641-53.2% | $8,363-62.8% | $4,237-26.6% |
| Admin fee / account holder | $50 | $630-92.0% | $11,616-99.6% | $593-91.5% |