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 | $9,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,234 | $61,272-62.1% | $149,673-84.5% | $71,457-67.5% |
| Participation rate | 46.9% | 62.5%-15.6pp | 78.8%-31.9pp | 67.9%-21.0pp |
| Annual return | 17.03% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $553 | $2,378-76.7% | $4,818-88.5% | $2,588-78.6% |
| Participant deferral / active EE | $1,930 | $2,917-33.8% | $5,680-66.0% | $4,289-55.0% |
| Admin fee / account holder | $44 | $1,261-96.5% | $13,210-99.7% | $1,587-97.2% |