Filed June 26, 2025 (most recent of 3 filings on file)
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 9-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 | $209,344 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $65 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,587 | $44,989-34.2% | $170,442-82.6% | $77,958-62.0% |
| Participation rate | 81.2% | 64.6%+16.6pp | 83.6%-2.4pp | 71.6%+9.6pp |
| Annual return | 14.00% | 19.61%-5.6pp | 205.93%-191.9pp | 20.87%-6.9pp |
| Employer contribution / active EE | $4,281 | $1,466+192.0% | $5,433-21.2% | $2,310+85.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $91 | $69+31.5% | $13,880-99.3% | $97-6.9% |