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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $297,159 |
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 | $56,913 | $53,136+7.1% | $155,509-63.4% | $199,593-71.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 13.21% | 41.15%-27.9pp | 64.67%-51.5pp | 34.25%-21.0pp |
| Employer contribution / active EE | $493 | $1,851-73.4% | $4,672-89.4% | $3,034-83.8% |
| Participant deferral / active EE | $1,893 | $3,161-40.1% | $5,626-66.4% | $5,087-62.8% |
| Admin fee / account holder | $85 | $185-54.1% | $15,912-99.5% | $269-68.3% |