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 8-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: THE VARIABLE ANNUITY LIFE INSURANCE Service code 15 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Recordkeeping | $5,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,568 | $52,293-85.5% | $178,490-95.8% | $73,409-89.7% |
| Participation rate | 29.8% | 65.3%-35.5pp | 81.9%-52.1pp | 72.2%-42.3pp |
| Annual return | 22.58% | 34.75%-12.2pp | 151.07%-128.5pp | 59.29%-36.7pp |
| Employer contribution / active EE | $400 | $1,735-77.0% | $5,011-92.0% | $2,234-82.1% |
| Participant deferral / active EE | $1,146 | $2,332-50.9% | $5,202-78.0% | $3,805-69.9% |
| Admin fee / account holder | $21 | $127-83.9% | $13,984-99.9% | $158-87.0% |