See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,235 | $46,732-35.3% | $156,549-80.7% | $55,167-45.2% |
| Participation rate | 39.1% | 65.8%-26.7pp | 84.0%-44.9pp | 69.0%-29.9pp |
| Annual return | 6.14% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $775 | $2,105-63.2% | $5,501-85.9% | $1,963-60.5% |
| Participant deferral / active EE | $2,149 | $2,204-2.5% | $4,871-55.9% | $3,054-29.6% |
| Admin fee / account holder | $81 | $418-80.7% | $13,027-99.4% | $504-84.0% |