Filed January 20, 2016
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $10,650 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,294 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,368 | $55,453-56.1% | $170,442-85.7% | $62,292-60.9% |
| Participation rate | 84.3% | 66.4%+17.9pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 11.37% | 21.38%-10.0pp | 205.93%-194.6pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,710 | $2,164-21.0% | $5,433-68.5% | $2,042-16.3% |
| Participant deferral / active EE | $3,090 | $2,303+34.2% | $4,939-37.4% | $3,169-2.5% |
| Admin fee / account holder | $30 | $455-93.4% | $13,880-99.8% | $479-93.8% |