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 | $8,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,120 | $65,061-69.1% | $143,757-86.0% | $66,914-69.9% |
| Participation rate | 41.4% | 65.2%-23.8pp | 80.3%-38.9pp | 69.8%-28.4pp |
| Annual return | -13.94% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $445 | $2,361-81.2% | $4,951-91.0% | $2,544-82.5% |
| Participant deferral / active EE | $1,731 | $2,919-40.7% | $5,637-69.3% | $4,237-59.1% |
| Admin fee / account holder | $47 | $502-90.7% | $14,673-99.7% | $593-92.1% |