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 19 · EIN 51-0396365 | Securities Custodian | $49,804 |
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 | $30,501 | $37,196-18.0% | $154,107-80.2% | $55,725-45.3% |
| Participation rate | 85.8% | 64.1%+21.7pp | 83.0%+2.7pp | 70.9%+14.9pp |
| Annual return | -2.56% | 1319.68%-1322.2pp | 735.12%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,437 | $1,614-11.0% | $5,298-72.9% | $2,078-30.8% |
| Participant deferral / active EE | $2,524 | $2,068+22.0% | $5,081-50.3% | $3,356-24.8% |
| Admin fee / account holder | $41 | $102-60.0% | $13,411-99.7% | $115-64.8% |