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 | $1,794,374 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 28 · EIN 94-1737782 | Investment Management | $791 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,563 | $53,684-33.8% | $170,442-79.1% | $80,976-56.1% |
| Participation rate | 96.8% | 69.2%+27.7pp | 83.6%+13.3pp | 68.3%+28.6pp |
| Annual return | 18.24% | 25.97%-7.7pp | 205.93%-187.7pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,070 | $1,642-34.8% | $5,433-80.3% | $2,402-55.5% |
| Participant deferral / active EE | $3,571 | $3,017+18.4% | $4,939-27.7% | $3,848-7.2% |
| Admin fee / account holder | $118 | $46+154.9% | $13,880-99.1% | $67+75.2% |