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 | $71,280 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $6,596 |
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 | $12,048 | $62,928-80.9% | $172,739-93.0% | $67,579-82.2% |
| Participation rate | 95.6% | 64.5%+31.1pp | 82.6%+12.9pp | 71.3%+24.3pp |
| Annual return | 18.17% | 30.36%-12.2pp | 802.84%-784.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $640 | $1,636-60.9% | $5,143-87.5% | $2,148-70.2% |
| Participant deferral / active EE | $1,802 | $2,145-16.0% | $5,198-65.3% | $3,539-49.1% |
| Admin fee / account holder | $58 | $167-65.2% | $13,954-99.6% | $142-59.3% |