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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $246,041 |
NATIONWIDE2+ years Service code 28 · EIN 31-4156830 | Investment Management | $5,586 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC. Service code 57 · EIN 14-1694851 | Account maintenance fees; Redemption ... | $546 |
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 | $40,223 | $37,213+8.1% | $156,549-74.3% | $63,975-37.1% |
| Participation rate | 85.1% | 65.0%+20.1pp | 84.0%+1.1pp | 71.1%+14.0pp |
| Annual return | 10.13% | 47.89%-37.8pp | 32.23%-22.1pp | 48.65%-38.5pp |
| Employer contribution / active EE | $1,715 | $1,357+26.4% | $5,501-68.8% | $2,182-21.4% |
| Participant deferral / active EE | $3,095 | $2,070+49.5% | $4,871-36.5% | $3,356-7.8% |
| Admin fee / account holder | $55 | $56-2.9% | $13,027-99.6% | $70-22.3% |