Filed February 2, 2010 (most recent of 5 filings on file)
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 26 · EIN 74-1625348 | Advisory (Participants) | $29,808 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $18,378 |
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 | $126,082 | $112,772+11.8% | $57,343+119.9% | $59,188+113.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.36% | 0.85%+0.5pp | 24.39%-23.0pp | 5.51%-4.2pp |
| Employer contribution / active EE | $8,484 | $3,400+149.5% | $2,689+215.5% | $2,098+304.4% |
| Participant deferral / active EE | $4,347 | $3,010+44.4% | $3,162+37.5% | $3,265+33.2% |
| Admin fee / account holder | $15 | $144-89.6% | $3,356-99.6% | $92-83.8% |