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 | $51,255 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,575 | $46,292-38.3% | $143,757-80.1% | $64,808-55.9% |
| Participation rate | 98.6% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.1pp |
| Annual return | -13.99% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,962 | $1,910+2.8% | $4,951-60.4% | $2,506-21.7% |
| Participant deferral / active EE | $3,454 | $2,646+30.5% | $5,637-38.7% | $4,310-19.9% |
| Admin fee / account holder | $115 | $154-25.2% | $14,673-99.2% | $188-38.8% |