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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,572 | $130,194-67.3% | $169,993-75.0% | $71,457-40.4% |
| Participation rate | 79.2% | 86.1%-6.9pp | 87.0%-7.8pp | 67.9%+11.3pp |
| Annual return | 11.13% | 20.37%-9.2pp | 53.37%-42.2pp | 28.85%-17.7pp |
| Employer contribution / active EE | $2,306 | $4,381-47.4% | $6,785-66.0% | $2,588-10.9% |
| Participant deferral / active EE | $4,058 | $6,923-41.4% | $10,408-61.0% | $4,289-5.4% |
| Admin fee / account holder | $55 | $966-94.3% | $12,815-99.6% | $1,587-96.5% |