Filed January 26, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 SERVICE COMPANY Service code 26 · EIN 51-0396365 | Advisory (Participants) | $27,961 |
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 | $26,034 | $37,117-29.9% | $147,614-82.4% | $55,191-52.8% |
| Participation rate | 85.1% | 63.6%+21.4pp | 84.6%+0.4pp | 69.2%+15.9pp |
| Annual return | 5.55% | 3.44%+2.1pp | 61.98%-56.4pp | 10.78%-5.2pp |
| Employer contribution / active EE | $1,472 | $1,620-9.2% | $5,564-73.6% | $1,899-22.5% |
| Participant deferral / active EE | $2,236 | $1,985+12.6% | $4,895-54.3% | $3,046-26.6% |
| Admin fee / account holder | $25 | $86-71.3% | $11,611-99.8% | $91-72.9% |