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 | $1,857,052 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 28 · EIN 94-1737782 | Investment Management | $1,403 |
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 | $40,286 | $58,202-30.8% | $172,739-76.7% | $89,569-55.0% |
| Participation rate | 97.9% | 72.8%+25.1pp | 82.6%+15.3pp | 69.6%+28.4pp |
| Annual return | 22.08% | 61.59%-39.5pp | 802.84%-780.8pp | 34.56%-12.5pp |
| Employer contribution / active EE | $1,164 | $1,759-33.8% | $5,143-77.4% | $2,584-55.0% |
| Participant deferral / active EE | $3,940 | $3,335+18.2% | $5,198-24.2% | $4,220-6.6% |
| Admin fee / account holder | $108 | $53+106.3% | $13,954-99.2% | $72+51.4% |