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 COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019 | Securities Custodian | $6,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,765 | $47,977-44.2% | $154,107-82.6% | $56,287-52.4% |
| Participation rate | 52.9% | 66.2%-13.2pp | 83.0%-30.1pp | 69.9%-16.9pp |
| Annual return | 1.56% | 3.54%-2.0pp | 735.12%-733.6pp | -9.96%+11.5pp |
| Employer contribution / active EE | $1,063 | $2,169-51.0% | $5,298-79.9% | $2,111-49.6% |
| Participant deferral / active EE | $1,421 | $2,392-40.6% | $5,081-72.0% | $3,350-57.6% |
| Admin fee / account holder | $51 | $438-88.4% | $13,411-99.6% | $521-90.3% |