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 | $80,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,266 | $50,982+6.4% | $154,803-64.9% | $85,563-36.6% |
| Participation rate | 66.9% | 59.8%+7.1pp | 78.1%-11.2pp | 66.0%+0.9pp |
| Annual return | 11.18% | 30.35%-19.2pp | 58.88%-47.7pp | 31.51%-20.3pp |
| Employer contribution / active EE | $2,968 | $1,708+73.7% | $4,305-31.1% | $2,654+11.8% |
| Participant deferral / active EE | $4,324 | $2,474+74.8% | $5,540-22.0% | $4,375-1.2% |
| Admin fee / account holder | $152 | $846-82.0% | $14,329-98.9% | $834-81.8% |