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 | Recordkeeping and information managem... | $2,617 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,576 | $56,485-70.7% | $185,823-91.1% | $86,799-80.9% |
| Participation rate | 93.6% | 65.5%+28.1pp | 81.7%+11.9pp | 72.3%+21.3pp |
| Annual return | 19.55% | 118.04%-98.5pp | 122.05%-102.5pp | 97.91%-78.4pp |
| Employer contribution / active EE | $1,182 | $1,843-35.9% | $5,167-77.1% | $2,405-50.9% |
| Participant deferral / active EE | $2,328 | $2,553-8.8% | $5,568-58.2% | $4,131-43.6% |
| Admin fee / account holder | $27 | $150-82.2% | $16,237-99.8% | $170-84.3% |