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 | $235,274 |
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 | $39,711 | $45,000-11.8% | $143,757-72.4% | $77,904-49.0% |
| Participation rate | 48.2% | 66.8%-18.6pp | 80.3%-32.1pp | 73.7%-25.4pp |
| Annual return | -14.52% | 29.03%-43.5pp | -0.04%-14.5pp | 12.21%-26.7pp |
| Employer contribution / active EE | $714 | $1,870-61.8% | $4,951-85.6% | $2,848-74.9% |
| Participant deferral / active EE | $1,355 | $3,157-57.1% | $5,637-76.0% | $4,806-71.8% |
| Admin fee / account holder | $203 | $98+106.2% | $14,673-98.6% | $133+53.1% |