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 | $71,689 |
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 | $30,297 | $62,928-51.9% | $172,739-82.5% | $67,579-55.2% |
| Participation rate | 90.9% | 64.5%+26.4pp | 82.6%+8.2pp | 71.3%+19.6pp |
| Annual return | 17.04% | 30.36%-13.3pp | 802.84%-785.8pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,802 | $1,636+10.1% | $5,143-65.0% | $2,148-16.1% |
| Participant deferral / active EE | $1,737 | $2,145-19.0% | $5,198-66.6% | $3,539-50.9% |
| Admin fee / account holder | $83 | $167-50.4% | $13,954-99.4% | $142-42.0% |