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 | $2,070,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,309 | $68,330-36.6% | $149,673-71.1% | $96,393-55.1% |
| Participation rate | 97.8% | 74.6%+23.2pp | 78.8%+19.1pp | 71.3%+26.6pp |
| Annual return | 18.76% | 29.64%-10.9pp | 134.42%-115.7pp | 22.88%-4.1pp |
| Employer contribution / active EE | $1,123 | $2,139-47.5% | $4,818-76.7% | $3,238-65.3% |
| Participant deferral / active EE | $4,688 | $4,422+6.0% | $5,680-17.5% | $5,455-14.1% |
| Admin fee / account holder | $78 | $52+50.7% | $13,210-99.4% | $74+6.0% |