Filed December 3, 2005
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 Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $39,282 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,062 | $46,173-17.6% | $170,442-77.7% | $69,631-45.3% |
| Participation rate | 94.0% | 63.9%+30.1pp | 83.6%+10.4pp | 70.7%+23.3pp |
| Annual return | 13.52% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,765 | $1,610+71.8% | $5,433-49.1% | $2,032+36.1% |
| Participant deferral / active EE | $2,236 | $2,080+7.5% | $4,939-54.7% | $3,224-30.6% |
| Admin fee / account holder | $35 | $116-70.1% | $13,880-99.7% | $110-68.6% |