Filed July 15, 2006
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 |
|---|---|---|
FIONA K COSMANN4 years Service code 22 · EIN 74-1625348 VARIABLE ANNUITY LIFE INSURANCE CO · HOUSTON, TX 77019 | Insurance Broker | $44,671 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,095 | $46,292-19.9% | $143,757-74.2% | $64,808-42.8% |
| Participation rate | 72.3% | 64.2%+8.1pp | 80.3%-8.0pp | 71.5%+0.8pp |
| Annual return | -11.49% | -10.05%-1.4pp | -0.04%-11.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $2,499 | $1,910+30.9% | $4,951-49.5% | $2,506-0.3% |
| Participant deferral / active EE | $3,312 | $2,646+25.2% | $5,637-41.2% | $4,310-23.2% |
| Admin fee / account holder | $69 | $154-55.2% | $14,673-99.5% | $188-63.3% |