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 3-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 | $72,881 |
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 | $29,157 | $37,196-21.6% | $154,107-81.1% | $55,725-47.7% |
| Participation rate | 92.8% | 64.1%+28.8pp | 83.0%+9.8pp | 70.9%+22.0pp |
| Annual return | -4.83% | 1319.68%-1324.5pp | 735.12%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,886 | $1,614+16.8% | $5,298-64.4% | $2,078-9.3% |
| Participant deferral / active EE | $1,929 | $2,068-6.7% | $5,081-62.0% | $3,356-42.5% |
| Admin fee / account holder | $87 | $102-14.6% | $13,411-99.4% | $115-24.7% |