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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $1,582,055 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,841 | $46,516-42.3% | $147,614-81.8% | $69,651-61.5% |
| Participation rate | 94.8% | 65.8%+29.0pp | 84.6%+10.2pp | 66.6%+28.2pp |
| Annual return | 0.49% | 9.48%-9.0pp | 61.98%-61.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $697 | $1,393-50.0% | $5,564-87.5% | $2,241-68.9% |
| Participant deferral / active EE | $3,114 | $2,719+14.5% | $4,895-36.4% | $3,635-14.3% |
| Admin fee / account holder | $113 | $45+152.3% | $11,611-99.0% | $63+78.7% |