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 | $207,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $40,952 | $47,456-13.7% | $172,739-76.3% | $77,787-47.4% |
| Participation rate | 41.2% | 66.3%-25.1pp | 82.6%-41.5pp | 73.2%-32.0pp |
| Annual return | 19.41% | 35.57%-16.2pp | 802.84%-783.4pp | 32.57%-13.2pp |
| Employer contribution / active EE | $948 | $1,574-39.8% | $5,143-81.6% | $2,504-62.2% |
| Participant deferral / active EE | $488 | $2,560-80.9% | $5,198-90.6% | $3,967-87.7% |
| Admin fee / account holder | $179 | $81+121.0% | $13,954-98.7% | $100+78.6% |