Filed August 3, 2023
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 INUSUARNCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $5,292 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,020 | $46,732-85.0% | $156,549-95.5% | $55,167-87.3% |
| Participation rate | 71.6% | 65.8%+5.8pp | 84.0%-12.5pp | 69.0%+2.6pp |
| Annual return | 3.77% | 17.72%-13.9pp | 32.23%-28.5pp | 169.23%-165.5pp |
| Employer contribution / active EE | $923 | $2,105-56.2% | $5,501-83.2% | $1,963-53.0% |
| Participant deferral / active EE | $1,553 | $2,204-29.5% | $4,871-68.1% | $3,054-49.1% |
| Admin fee / account holder | $39 | $418-90.8% | $13,027-99.7% | $504-92.3% |