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 | $199,136 |
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 | $42,525 | $56,095-24.2% | $178,490-76.2% | $90,288-52.9% |
| Participation rate | 54.3% | 65.6%-11.3pp | 81.9%-27.6pp | 73.4%-19.1pp |
| Annual return | 13.09% | 28.81%-15.7pp | 151.07%-138.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $550 | $1,572-65.0% | $5,011-89.0% | $2,524-78.2% |
| Participant deferral / active EE | $1,066 | $2,669-60.1% | $5,202-79.5% | $4,232-74.8% |
| Admin fee / account holder | $161 | $101+59.8% | $13,984-98.8% | $114+41.0% |