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 RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $114,244 |
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $18,862 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,110 | $47,456-13.4% | $172,739-76.2% | $77,787-47.2% |
| Participation rate | 93.8% | 66.3%+27.6pp | 82.6%+11.2pp | 73.2%+20.6pp |
| Annual return | 16.82% | 35.57%-18.7pp | 802.84%-786.0pp | 32.57%-15.8pp |
| Employer contribution / active EE | $2,601 | $1,574+65.3% | $5,143-49.4% | $2,504+3.9% |
| Participant deferral / active EE | $2,344 | $2,560-8.4% | $5,198-54.9% | $3,967-40.9% |
| Admin fee / account holder | $93 | $81+15.6% | $13,954-99.3% | $100-6.6% |