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 | $1,885,342 |
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 | $36,275 | $83,057-56.3% | $143,757-74.8% | $89,394-59.4% |
| Participation rate | 95.6% | 74.0%+21.6pp | 80.3%+15.3pp | 71.3%+24.4pp |
| Annual return | -9.85% | -13.97%+4.1pp | -0.04%-9.8pp | -11.89%+2.0pp |
| Employer contribution / active EE | $1,152 | $2,095-45.0% | $4,951-76.7% | $3,022-61.9% |
| Participant deferral / active EE | $4,593 | $4,281+7.3% | $5,637-18.5% | $5,123-10.3% |
| Admin fee / account holder | $75 | $83-10.2% | $14,673-99.5% | $79-6.1% |