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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $70,061 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $64,127 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,789 | $47,456-35.1% | $172,739-82.2% | $77,787-60.4% |
| Participation rate | 80.6% | 66.3%+14.3pp | 82.6%-2.1pp | 73.2%+7.4pp |
| Annual return | 16.59% | 35.57%-19.0pp | 802.84%-786.3pp | 32.57%-16.0pp |
| Employer contribution / active EE | $1,861 | $1,574+18.2% | $5,143-63.8% | $2,504-25.7% |
| Participant deferral / active EE | $1,834 | $2,560-28.4% | $5,198-64.7% | $3,967-53.8% |
| Admin fee / account holder | $65 | $81-19.1% | $13,954-99.5% | $100-34.6% |