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 | $94,900 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,824 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,811 | $46,292-72.3% | $143,757-91.1% | $64,808-80.2% |
| Participation rate | 95.3% | 64.2%+31.1pp | 80.3%+15.0pp | 71.5%+23.8pp |
| Annual return | -14.77% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $740 | $1,910-61.3% | $4,951-85.1% | $2,506-70.5% |
| Participant deferral / active EE | $2,327 | $2,646-12.0% | $5,637-58.7% | $4,310-46.0% |
| Admin fee / account holder | $83 | $154-46.2% | $14,673-99.4% | $188-56.0% |