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 | $293,066 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,833 | $67,512-36.6% | $185,823-76.9% | $93,030-54.0% |
| Participation rate | 84.8% | 67.1%+17.7pp | 81.7%+3.1pp | 73.9%+10.9pp |
| Annual return | 14.37% | 21.04%-6.7pp | 122.05%-107.7pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,655 | $1,783-7.2% | $5,167-68.0% | $2,706-38.8% |
| Participant deferral / active EE | $2,289 | $3,035-24.6% | $5,568-58.9% | $4,562-49.8% |
| Admin fee / account holder | $155 | $318-51.1% | $16,237-99.0% | $152+2.5% |