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 | $82,217 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $4,384 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,549 | $56,485-74.2% | $185,823-92.2% | $86,799-83.2% |
| Participation rate | 98.6% | 65.5%+33.1pp | 81.7%+16.9pp | 72.3%+26.3pp |
| Annual return | 11.54% | 118.04%-106.5pp | 122.05%-110.5pp | 97.91%-86.4pp |
| Employer contribution / active EE | $804 | $1,843-56.4% | $5,167-84.4% | $2,405-66.6% |
| Participant deferral / active EE | $2,206 | $2,553-13.6% | $5,568-60.4% | $4,131-46.6% |
| Admin fee / account holder | $67 | $150-55.5% | $16,237-99.6% | $170-60.7% |