Filed April 5, 2007
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: VALIC FINANCIAL ADVISORS INC Service code 49 · EIN 76-0519992 | Other Services | $8,457 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,797 |
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 | $14,412 | $37,117-61.2% | $147,614-90.2% | $55,191-73.9% |
| Participation rate | 60.7% | 63.6%-2.9pp | 84.6%-23.9pp | 69.2%-8.5pp |
| Annual return | 0.40% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $313 | $1,620-80.7% | $5,564-94.4% | $1,899-83.5% |
| Participant deferral / active EE | $922 | $1,985-53.6% | $4,895-81.2% | $3,046-69.7% |
| Admin fee / account holder | $23 | $86-73.2% | $11,611-99.8% | $91-74.8% |