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 | $261,135 |
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 | $31,265 | $50,127-37.6% | $149,673-79.1% | $80,160-61.0% |
| Participation rate | 90.7% | 64.3%+26.4pp | 78.8%+11.9pp | 72.9%+17.8pp |
| Annual return | 16.09% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,603 | $1,865-14.0% | $4,818-66.7% | $2,978-46.2% |
| Participant deferral / active EE | $2,679 | $3,194-16.1% | $5,680-52.8% | $5,017-46.6% |
| Admin fee / account holder | $108 | $153-29.2% | $13,210-99.2% | $145-25.4% |