Filed September 20, 2013
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 | $7,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,799 | $52,953-56.9% | $172,739-86.8% | $65,185-65.0% |
| Participation rate | 43.3% | 66.2%-22.9pp | 82.6%-39.4pp | 70.2%-26.9pp |
| Annual return | 16.50% | 30.12%-13.6pp | 802.84%-786.3pp | 29.38%-12.9pp |
| Employer contribution / active EE | $392 | $2,190-82.1% | $5,143-92.4% | $2,177-82.0% |
| Participant deferral / active EE | $1,064 | $2,471-56.9% | $5,198-79.5% | $3,514-69.7% |
| Admin fee / account holder | $48 | $472-89.7% | $13,954-99.7% | $847-94.3% |