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 | $146,070 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,445 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,993 | $46,292-11.4% | $143,757-71.5% | $64,808-36.7% |
| Participation rate | 96.0% | 64.2%+31.8pp | 80.3%+15.7pp | 71.5%+24.5pp |
| Annual return | -14.51% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,219 | $1,910+68.5% | $4,951-35.0% | $2,506+28.4% |
| Participant deferral / active EE | $3,411 | $2,646+28.9% | $5,637-39.5% | $4,310-20.9% |
| Admin fee / account holder | $94 | $154-38.8% | $14,673-99.4% | $188-49.9% |