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 | $24,802 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,410 | $37,196-10.2% | $154,107-78.3% | $55,725-40.0% |
| Participation rate | 61.6% | 64.1%-2.5pp | 83.0%-21.4pp | 70.9%-9.2pp |
| Annual return | -4.24% | 1319.68%-1323.9pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,462 | $1,614-9.4% | $5,298-72.4% | $2,078-29.7% |
| Participant deferral / active EE | $2,977 | $2,068+44.0% | $5,081-41.4% | $3,356-11.3% |
| Admin fee / account holder | $90 | $102-11.4% | $13,411-99.3% | $115-21.8% |