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 | $253,504 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,148 | $67,512-31.6% | $185,823-75.2% | $93,030-50.4% |
| Participation rate | 44.8% | 67.1%-22.3pp | 81.7%-36.9pp | 73.9%-29.1pp |
| Annual return | 15.10% | 21.04%-5.9pp | 122.05%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $602 | $1,783-66.2% | $5,167-88.3% | $2,706-77.7% |
| Participant deferral / active EE | $1,140 | $3,035-62.5% | $5,568-79.5% | $4,562-75.0% |
| Admin fee / account holder | $216 | $318-31.9% | $16,237-98.7% | $152+42.7% |