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 | $16,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,973 | $46,100-30.6% | $86,590-63.1% | $69,631-54.1% |
| Participation rate | 36.0% | 67.2%-31.2pp | 73.5%-37.5pp | 70.7%-34.7pp |
| Annual return | 17.29% | 21.02%-3.7pp | 964.84%-947.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,216 | $2,432-8.9% | $3,609-38.6% | $3,224-31.3% |
| Admin fee / account holder | $34 | $94-63.8% | $4,906-99.3% | $110-69.3% |