Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $24,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,511 | $50,982-63.7% | $154,803-88.0% | $85,563-78.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 16.43% | 30.35%-13.9pp | 58.88%-42.5pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,432 | $1,708-16.2% | $4,305-66.7% | $2,654-46.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $43 | $846-95.0% | $14,329-99.7% | $834-94.9% |