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 | $31,105 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,291 |
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 | $26,016 | $62,928-58.7% | $172,739-84.9% | $67,579-61.5% |
| Participation rate | 95.8% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 16.11% | 30.36%-14.2pp | 802.84%-786.7pp | 378.56%-362.4pp |
| Employer contribution / active EE | $1,758 | $1,636+7.4% | $5,143-65.8% | $2,148-18.2% |
| Participant deferral / active EE | $3,146 | $2,145+46.7% | $5,198-39.5% | $3,539-11.1% |
| Admin fee / account holder | $70 | $167-58.1% | $13,954-99.5% | $142-50.9% |