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 | $111,410 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $10,907 |
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 | $46,591 | $56,095-16.9% | $178,490-73.9% | $90,288-48.4% |
| Participation rate | 86.8% | 65.6%+21.3pp | 81.9%+4.9pp | 73.4%+13.5pp |
| Annual return | 11.82% | 28.81%-17.0pp | 151.07%-139.2pp | 53.97%-42.1pp |
| Employer contribution / active EE | $2,630 | $1,572+67.2% | $5,011-47.5% | $2,524+4.2% |
| Participant deferral / active EE | $2,570 | $2,669-3.7% | $5,202-50.6% | $4,232-39.3% |
| Admin fee / account holder | $91 | $101-9.5% | $13,984-99.3% | $114-20.1% |