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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $297,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,880 | $53,136-40.0% | $155,509-79.5% | $199,593-84.0% |
| Participation rate | 93.5% | 64.1%+29.4pp | 78.2%+15.3pp | 72.0%+21.5pp |
| Annual return | 12.29% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $1,554 | $1,851-16.1% | $4,672-66.7% | $3,034-48.8% |
| Participant deferral / active EE | $2,562 | $3,161-18.9% | $5,626-54.5% | $5,087-49.6% |
| Admin fee / account holder | $116 | $185-37.3% | $15,912-99.3% | $269-56.7% |