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 | $16,109 |
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 | $28,542 | $39,859-28.4% | $78,689-63.7% | $57,658-50.5% |
| Participation rate | 31.7% | 66.1%-34.4pp | 73.6%-41.8pp | 70.2%-38.5pp |
| Annual return | 6.61% | 18.96%-12.4pp | 62.18%-55.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,944 | $2,248-13.5% | $3,517-44.7% | $3,061-36.5% |
| Admin fee / account holder | $36 | $76-52.3% | $4,510-99.2% | $95-61.5% |