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 | $213,977 |
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 | $29,980 | $45,382-33.9% | $154,107-80.5% | $75,289-60.2% |
| Participation rate | 41.5% | 65.9%-24.4pp | 83.0%-41.6pp | 72.4%-31.0pp |
| Annual return | -4.15% | -0.47%-3.7pp | 735.12%-739.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $463 | $1,533-69.8% | $5,298-91.3% | $2,405-80.7% |
| Participant deferral / active EE | $898 | $2,384-62.3% | $5,081-82.3% | $3,739-76.0% |
| Admin fee / account holder | $150 | $89+68.2% | $13,411-98.9% | $102+46.9% |