Filed September 11, 1990
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 19 · EIN 74-1625348 | Securities Custodian | $16,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,203 | $38,925-27.5% | $73,843-61.8% | $55,191-48.9% |
| Participation rate | 30.4% | 66.0%-35.6pp | 73.4%-43.0pp | 69.2%-38.7pp |
| Annual return | 0.11% | 6.31%-6.2pp | 2267.84%-2267.7pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,749 | $2,351-25.6% | $3,583-51.2% | $3,046-42.6% |
| Admin fee / account holder | $44 | $83-47.4% | $4,880-99.1% | $91-52.0% |