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 | $202,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,077 | $37,213-5.7% | $156,549-77.6% | $63,975-45.2% |
| Participation rate | 40.6% | 65.0%-24.4pp | 84.0%-43.4pp | 71.1%-30.5pp |
| Annual return | 6.97% | 47.89%-40.9pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $440 | $1,357-67.5% | $5,501-92.0% | $2,182-79.8% |
| Participant deferral / active EE | $845 | $2,070-59.2% | $4,871-82.6% | $3,356-74.8% |
| Admin fee / account holder | $155 | $56+175.3% | $13,027-98.8% | $70+120.2% |