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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $86,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,821 | $119,446-45.7% | $150,045-56.8% | $85,563-24.2% |
| Participation rate | 96.3% | 75.4%+20.8pp | 82.3%+13.9pp | 66.0%+30.3pp |
| Annual return | 18.10% | 23.72%-5.6pp | 62.55%-44.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $4,915 | $4,078+20.5% | $4,693+4.7% | $2,654+85.2% |
| Participant deferral / active EE | $5,814 | $7,985-27.2% | $7,997-27.3% | $4,375+32.9% |
| Admin fee / account holder | $244 | $548-55.4% | $13,435-98.2% | $834-70.7% |