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 | $32,409 |
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $14,495 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,494 | $45,382-21.8% | $154,107-77.0% | $75,289-52.9% |
| Participation rate | 87.9% | 65.9%+22.0pp | 83.0%+4.8pp | 72.4%+15.5pp |
| Annual return | -3.35% | -0.47%-2.9pp | 735.12%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $2,406 | $1,533+57.0% | $5,298-54.6% | $2,405+0.1% |
| Participant deferral / active EE | $2,048 | $2,384-14.1% | $5,081-59.7% | $3,739-45.2% |
| Admin fee / account holder | $37 | $89-58.4% | $13,411-99.7% | $102-63.6% |