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 | $7,108 |
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 | $25,363 | $58,879-56.9% | $178,490-85.8% | $73,488-65.5% |
| Participation rate | 69.7% | 66.2%+3.5pp | 81.9%-12.2pp | 70.7%-0.9pp |
| Annual return | 11.14% | 24.86%-13.7pp | 151.07%-139.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $417 | $2,236-81.4% | $5,011-91.7% | $2,270-81.6% |
| Participant deferral / active EE | $1,177 | $2,567-54.1% | $5,202-77.4% | $3,740-68.5% |
| Admin fee / account holder | $36 | $400-91.0% | $13,984-99.7% | $513-93.0% |