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 | $8,543 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,672 | $36,916-49.4% | $156,549-88.1% | $57,658-67.6% |
| Participation rate | 47.8% | 63.4%-15.6pp | 84.0%-36.2pp | 70.2%-22.4pp |
| Annual return | 4.16% | 12.38%-8.2pp | 32.23%-28.1pp | 5.13%-1.0pp |
| Employer contribution / active EE | $379 | $1,571-75.9% | $5,501-93.1% | $1,974-80.8% |
| Participant deferral / active EE | $913 | $1,926-52.6% | $4,871-81.3% | $3,061-70.2% |
| Admin fee / account holder | $34 | $82-58.5% | $13,027-99.7% | $95-63.8% |