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 | $263,788 |
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 | $33,308 | $45,000-26.0% | $143,757-76.8% | $77,904-57.2% |
| Participation rate | 82.8% | 66.8%+15.9pp | 80.3%+2.4pp | 73.7%+9.1pp |
| Annual return | -14.42% | 29.03%-43.4pp | -0.04%-14.4pp | 12.21%-26.6pp |
| Employer contribution / active EE | $1,464 | $1,870-21.7% | $4,951-70.4% | $2,848-48.6% |
| Participant deferral / active EE | $2,148 | $3,157-32.0% | $5,637-61.9% | $4,806-55.3% |
| Admin fee / account holder | $131 | $98+33.3% | $14,673-99.1% | $133-1.0% |