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 | $679,864 |
NATIONWIDE5+ years Service code 28 · EIN 31-4156830 | Investment Management | $3,460 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC. Service code 57 · EIN 14-1694851 | Redemption fees; Account maintenance ... | $405 |
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 | $47,725 | $47,456+0.6% | $172,739-72.4% | $77,787-38.6% |
| Participation rate | 86.6% | 66.3%+20.3pp | 82.6%+3.9pp | 73.2%+13.4pp |
| Annual return | 22.36% | 35.57%-13.2pp | 802.84%-780.5pp | 32.57%-10.2pp |
| Employer contribution / active EE | $1,909 | $1,574+21.3% | $5,143-62.9% | $2,504-23.8% |
| Participant deferral / active EE | $3,568 | $2,560+39.4% | $5,198-31.3% | $3,967-10.1% |
| Admin fee / account holder | $128 | $81+58.9% | $13,954-99.1% | $100+28.4% |