Filed January 13, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $96,455 |
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 | $74,990 | $67,166+11.6% | $57,343+30.8% | $55,191+35.9% |
| Participation rate | 98.0% | 77.7%+20.3pp | 75.1%+22.9pp | 69.2%+28.8pp |
| Annual return | 2.08% | 4.22%-2.1pp | 24.39%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,807 | $2,812+71.0% | $2,689+78.8% | $1,899+153.2% |
| Participant deferral / active EE | $3,876 | $2,835+36.7% | $3,162+22.6% | $3,046+27.2% |
| Admin fee / account holder | $64 | $44+47.5% | $3,356-98.1% | $91-29.3% |