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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $107,345 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $2,846 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,627 | $50,815-69.2% | $155,509-90.0% | $77,643-79.9% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 11.08% | 34.80%-23.7pp | 64.67%-53.6pp | 31.24%-20.2pp |
| Employer contribution / active EE | $817 | $1,993-59.0% | $4,672-82.5% | $2,726-70.0% |
| Participant deferral / active EE | $2,368 | $2,822-16.1% | $5,626-57.9% | $4,647-49.0% |
| Admin fee / account holder | $98 | $437-77.4% | $15,912-99.4% | $430-77.1% |