Filed April 4, 2018
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $660,382 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,433 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC Service code 50 · EIN 14-1694851 | Direct Payment | $704 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,772 | $53,136+5.0% | $155,509-64.1% | $199,593-72.1% |
| Participation rate | 86.6% | 64.1%+22.5pp | 78.2%+8.4pp | 72.0%+14.6pp |
| Annual return | 11.54% | 41.15%-29.6pp | 64.67%-53.1pp | 34.25%-22.7pp |
| Employer contribution / active EE | $1,988 | $1,851+7.4% | $4,672-57.5% | $3,034-34.5% |
| Participant deferral / active EE | $3,916 | $3,161+23.9% | $5,626-30.4% | $5,087-23.0% |
| Admin fee / account holder | $134 | $185-27.6% | $15,912-99.2% | $269-50.1% |