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 | $139,925 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $10,618 |
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 | $46,717 | $50,127-6.8% | $149,673-68.8% | $80,160-41.7% |
| Participation rate | 95.6% | 64.3%+31.3pp | 78.8%+16.9pp | 72.9%+22.7pp |
| Annual return | 15.94% | 29.82%-13.9pp | 134.42%-118.5pp | 40.38%-24.4pp |
| Employer contribution / active EE | $3,680 | $1,865+97.4% | $4,818-23.6% | $2,978+23.6% |
| Participant deferral / active EE | $3,580 | $3,194+12.1% | $5,680-37.0% | $5,017-28.6% |
| Admin fee / account holder | $84 | $153-44.8% | $13,210-99.4% | $145-41.9% |