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 | $76,724 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,067 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,882 | $52,293-69.6% | $178,490-91.1% | $73,409-78.4% |
| Participation rate | 91.2% | 65.3%+25.9pp | 81.9%+9.3pp | 72.2%+19.0pp |
| Annual return | 11.44% | 34.75%-23.3pp | 151.07%-139.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,134 | $1,735-34.6% | $5,011-77.4% | $2,234-49.2% |
| Participant deferral / active EE | $2,919 | $2,332+25.2% | $5,202-43.9% | $3,805-23.3% |
| Admin fee / account holder | $74 | $127-41.6% | $13,984-99.5% | $158-52.9% |