See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $72,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,337 | $88,581-31.9% | $145,661-58.6% | $74,304-18.8% |
| Participation rate | 85.2% | 64.9%+20.3pp | 77.2%+8.0pp | 60.3%+24.9pp |
| Annual return | 13.66% | 34.30%-20.6pp | 101.46%-87.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,142 | $2,612-56.3% | $4,238-73.1% | $2,241-49.1% |
| Participant deferral / active EE | $2,334 | $4,151-43.8% | $7,198-67.6% | $3,767-38.1% |
| Admin fee / account holder | $301 | $2,953-89.8% | $12,466-97.6% | $2,969-89.9% |