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 5-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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $383,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,318 | $52,346-51.6% | $143,757-82.4% | $78,044-67.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.4%+25.6pp |
| Annual return | 24.01% | -14.19%+38.2pp | -0.04%+24.1pp | 10.87%+13.1pp |
| Employer contribution / active EE | $1,692 | $2,131-20.6% | $4,951-65.8% | $3,125-45.9% |
| Participant deferral / active EE | $1,417 | $3,800-62.7% | $5,637-74.9% | $5,084-72.1% |
| Admin fee / account holder | $27 | $63-58.1% | $14,673-99.8% | $79-66.3% |