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 | $555,844 |
NATIONWIDE3+ years Service code 28 · EIN 31-4156830 | Investment Management | $4,985 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC. Service code 57 · EIN 14-1694851 | Account maintenance fees; Redemption ... | $481 |
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 | $45,338 | $44,989+0.8% | $170,442-73.4% | $77,958-41.8% |
| Participation rate | 85.1% | 64.6%+20.5pp | 83.6%+1.5pp | 71.6%+13.4pp |
| Annual return | 17.53% | 19.61%-2.1pp | 205.93%-188.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,731 | $1,466+18.1% | $5,433-68.1% | $2,310-25.1% |
| Participant deferral / active EE | $3,207 | $2,208+45.3% | $4,939-35.1% | $3,537-9.3% |
| Admin fee / account holder | $115 | $69+66.9% | $13,880-99.2% | $97+18.2% |