Filed October 11, 2021
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 6-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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $878 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $609 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,728 | $62,928-78.2% | $172,739-92.1% | $67,579-79.7% |
| Participation rate | 95.1% | 64.5%+30.6pp | 82.6%+12.5pp | 71.3%+23.8pp |
| Annual return | 18.48% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $618 | $1,636-62.2% | $5,143-88.0% | $2,148-71.2% |
| Participant deferral / active EE | $1,944 | $2,145-9.4% | $5,198-62.6% | $3,539-45.1% |
| Admin fee / account holder | $88 | $167-47.3% | $13,954-99.4% | $142-38.2% |