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) | $3,408 |
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 | $8,736 | $55,453-84.2% | $170,442-94.9% | $62,292-86.0% |
| Participation rate | 72.6% | 66.4%+6.2pp | 83.6%-11.0pp | 69.5%+3.1pp |
| Annual return | 26.88% | 21.38%+5.5pp | 205.93%-179.0pp | 28.90%-2.0pp |
| Employer contribution / active EE | $1,046 | $2,164-51.6% | $5,433-80.7% | $2,042-48.8% |
| Participant deferral / active EE | $2,029 | $2,303-11.9% | $4,939-58.9% | $3,169-36.0% |
| Admin fee / account holder | $19 | $455-95.7% | $13,880-99.9% | $479-96.0% |