Filed August 14, 2003
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 4-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 RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $111,075 |
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 | $37,068 | $44,989-17.6% | $170,442-78.3% | $77,958-52.5% |
| Participation rate | 37.3% | 64.6%-27.3pp | 83.6%-46.3pp | 71.6%-34.4pp |
| Annual return | 16.42% | 19.61%-3.2pp | 205.93%-189.5pp | 20.87%-4.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,926 | $2,208-12.8% | $4,939-61.0% | $3,537-45.6% |
| Admin fee / account holder | $67 | $69-2.3% | $13,880-99.5% | $97-30.8% |