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 7-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 | $23,294 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $50,815-67.4% | $155,509-89.3% | $77,643-78.6% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+29.0pp |
| Annual return | 11.82% | 34.80%-23.0pp | 64.67%-52.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,384 | $1,993-30.6% | $4,672-70.4% | $2,726-49.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $41 | $437-90.5% | $15,912-99.7% | $430-90.4% |