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 | $86,807 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,265 | $44,989+67.3% | $170,442-55.8% | $77,958-3.5% |
| Participation rate | 96.3% | 64.6%+31.7pp | 83.6%+12.8pp | 71.6%+24.7pp |
| Annual return | 15.93% | 19.61%-3.7pp | 205.93%-190.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,609 | $1,466+146.1% | $5,433-33.6% | $2,310+56.2% |
| Participant deferral / active EE | $3,474 | $2,208+57.4% | $4,939-29.7% | $3,537-1.8% |
| Admin fee / account holder | $31 | $69-54.8% | $13,880-99.8% | $97-68.0% |