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 | $59,012 |
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 | $34,324 | $62,928-45.5% | $172,739-80.1% | $67,579-49.2% |
| Participation rate | 85.5% | 64.5%+21.1pp | 82.6%+2.9pp | 71.3%+14.2pp |
| Annual return | 20.26% | 30.36%-10.1pp | 802.84%-782.6pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,574 | $1,636-3.8% | $5,143-69.4% | $2,148-26.7% |
| Participant deferral / active EE | $2,424 | $2,145+13.0% | $5,198-53.4% | $3,539-31.5% |
| Admin fee / account holder | $46 | $167-72.5% | $13,954-99.7% | $142-67.7% |