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 | $1,619,371 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,702 |
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 | $31,519 | $49,270-36.0% | $156,549-79.9% | $329,111-90.4% |
| Participation rate | 95.3% | 68.1%+27.1pp | 84.0%+11.3pp | 67.9%+27.4pp |
| Annual return | 8.27% | 23.25%-15.0pp | 32.23%-24.0pp | 16.35%-8.1pp |
| Employer contribution / active EE | $774 | $1,534-49.5% | $5,501-85.9% | $2,303-66.4% |
| Participant deferral / active EE | $3,402 | $2,920+16.5% | $4,871-30.2% | $3,682-7.6% |
| Admin fee / account holder | $119 | $51+134.8% | $13,027-99.1% | $754-84.3% |