Filed December 22, 2015
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 SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $40,795 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $9,616 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,609 | $37,117-76.8% | $147,614-94.2% | $55,191-84.4% |
| Participation rate | 86.4% | 63.6%+22.8pp | 84.6%+1.8pp | 69.2%+17.2pp |
| Annual return | -1.00% | 3.44%-4.4pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $738 | $1,620-54.5% | $5,564-86.7% | $1,899-61.1% |
| Participant deferral / active EE | $1,193 | $1,985-39.9% | $4,895-75.6% | $3,046-60.8% |
| Admin fee / account holder | $40 | $86-53.0% | $11,611-99.7% | $91-55.7% |