Filed October 22, 2013
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 SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $187,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,436 | $37,039-1.6% | $147,614-75.3% | $59,188-38.4% |
| Participation rate | 39.6% | 63.8%-24.2pp | 84.6%-45.1pp | 69.4%-29.9pp |
| Annual return | -0.06% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.6pp |
| Employer contribution / active EE | $439 | $1,353-67.5% | $5,564-92.1% | $2,098-79.1% |
| Participant deferral / active EE | $852 | $2,094-59.3% | $4,895-82.6% | $3,265-73.9% |
| Admin fee / account holder | $147 | $60+144.4% | $11,611-98.7% | $92+59.6% |