Filed October 21, 2015 (most recent of 3 filings on file)
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: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $2,356,215 |
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 | $49,282 | $73,283-32.8% | $155,509-68.3% | $106,382-53.7% |
| Participation rate | 97.6% | 73.3%+24.3pp | 78.2%+19.4pp | 69.9%+27.8pp |
| Annual return | 13.42% | 15.77%-2.3pp | 64.67%-51.2pp | 17.37%-4.0pp |
| Employer contribution / active EE | $1,228 | $2,247-45.4% | $4,672-73.7% | $3,364-63.5% |
| Participant deferral / active EE | $5,110 | $4,580+11.6% | $5,626-9.2% | $5,569-8.2% |
| Admin fee / account holder | $86 | $56+53.3% | $15,912-99.5% | $79+8.6% |