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 | $101,955 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,243 |
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 | $12,326 | $47,126-73.8% | $149,673-91.8% | $74,419-83.4% |
| Participation rate | 92.9% | 63.4%+29.6pp | 78.8%+14.2pp | 70.7%+22.2pp |
| Annual return | 14.19% | 22.75%-8.6pp | 134.42%-120.2pp | 34.38%-20.2pp |
| Employer contribution / active EE | $801 | $1,905-58.0% | $4,818-83.4% | $2,637-69.6% |
| Participant deferral / active EE | $2,256 | $2,728-17.3% | $5,680-60.3% | $4,528-50.2% |
| Admin fee / account holder | $78 | $343-77.3% | $13,210-99.4% | $348-77.6% |