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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 64 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Recordkeeping Fees | $58,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,364 | $50,815-6.8% | $155,509-69.5% | $77,643-39.0% |
| Participation rate | 66.4% | 63.1%+3.3pp | 78.2%-11.8pp | 70.6%-4.2pp |
| Annual return | 13.34% | 34.80%-21.5pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,685 | $1,993+34.7% | $4,672-42.5% | $2,726-1.5% |
| Participant deferral / active EE | $3,835 | $2,822+35.9% | $5,626-31.8% | $4,647-17.5% |
| Admin fee / account holder | $114 | $437-73.8% | $15,912-99.3% | $430-73.5% |