Filed October 6, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $24 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,542 | $458,960-85.1% | $169,993-59.7% | - |
| Participation rate | 100.0% | 84.2%+15.8pp | 87.0%+13.0pp | - |
| Annual return | 12.11% | 12.01%+0.1pp | 53.37%-41.3pp | - |
| Employer contribution / active EE | $0 | $4,293-100.0% | $6,785-100.0% | - |
| Participant deferral / active EE | $0 | $7,668-100.0% | $10,408-100.0% | - |
| Admin fee / account holder | $0 | $63,551-100.0% | $12,815-100.0% | - |