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 | $184,899 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,026 | $56,095-32.2% | $178,490-78.7% | $90,288-57.9% |
| Participation rate | 99.8% | 65.6%+34.2pp | 81.9%+17.9pp | 73.4%+26.4pp |
| Annual return | 78.74% | 28.81%+49.9pp | 151.07%-72.3pp | 53.97%+24.8pp |
| Employer contribution / active EE | $1,035 | $1,572-34.2% | $5,011-79.3% | $2,524-59.0% |
| Participant deferral / active EE | $1,382 | $2,669-48.2% | $5,202-73.4% | $4,232-67.3% |
| Admin fee / account holder | $94 | $101-6.3% | $13,984-99.3% | $114-17.3% |