Filed December 10, 2014
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $88,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,234 | $50,815+55.9% | $155,509-49.0% | $77,643+2.0% |
| Participation rate | 78.4% | 63.1%+15.3pp | 78.2%+0.2pp | 70.6%+7.9pp |
| Annual return | 14.69% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,625 | $1,993+81.9% | $4,672-22.4% | $2,726+33.0% |
| Participant deferral / active EE | $3,522 | $2,822+24.8% | $5,626-37.4% | $4,647-24.2% |
| Admin fee / account holder | $122 | $437-72.1% | $15,912-99.2% | $430-71.7% |