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 | $1,841,727 |
Service code 27 · EIN 23-2938438 | Advisory (Plan) | $6,063 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,598 |
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 | $34,162 | $46,969-27.3% | $154,107-77.8% | $73,367-53.4% |
| Participation rate | 97.6% | 72.4%+25.2pp | 83.0%+14.6pp | 69.5%+28.1pp |
| Annual return | -4.76% | 821.68%-826.4pp | 735.12%-739.9pp | 173.45%-178.2pp |
| Employer contribution / active EE | $1,109 | $1,723-35.7% | $5,298-79.1% | $2,499-55.6% |
| Participant deferral / active EE | $3,863 | $3,162+22.2% | $5,081-24.0% | $4,033-4.2% |
| Admin fee / account holder | $116 | $47+147.9% | $13,411-99.1% | $68+69.0% |