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 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 RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $53,016 |
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 | $61,209 | $37,039+65.3% | $147,614-58.5% | $59,188+3.4% |
| Participation rate | 73.4% | 63.8%+9.6pp | 84.6%-11.2pp | 69.4%+4.0pp |
| Annual return | 1.37% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $3,151 | $1,353+132.9% | $5,564-43.4% | $2,098+50.2% |
| Participant deferral / active EE | $3,430 | $2,094+63.8% | $4,895-29.9% | $3,265+5.1% |
| Admin fee / account holder | $54 | $60-9.8% | $11,611-99.5% | $92-41.1% |