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 | $126,637 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $69 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,130 | $62,928-68.0% | $172,739-88.3% | $67,579-70.2% |
| Participation rate | 79.0% | 64.5%+14.5pp | 82.6%-3.6pp | 71.3%+7.7pp |
| Annual return | 5.59% | 30.36%-24.8pp | 802.84%-797.3pp | 378.56%-373.0pp |
| Employer contribution / active EE | $1,044 | $1,636-36.2% | $5,143-79.7% | $2,148-51.4% |
| Participant deferral / active EE | $1,562 | $2,145-27.2% | $5,198-70.0% | $3,539-55.9% |
| Admin fee / account holder | $134 | $167-19.6% | $13,954-99.0% | $142-5.9% |