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 | $238,054 |
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 | $43,387 | $50,127-13.4% | $149,673-71.0% | $80,160-45.9% |
| Participation rate | 44.7% | 64.3%-19.6pp | 78.8%-34.1pp | 72.9%-28.3pp |
| Annual return | 15.53% | 29.82%-14.3pp | 134.42%-118.9pp | 40.38%-24.9pp |
| Employer contribution / active EE | $624 | $1,865-66.5% | $4,818-87.0% | $2,978-79.0% |
| Participant deferral / active EE | $1,205 | $3,194-62.3% | $5,680-78.8% | $5,017-76.0% |
| Admin fee / account holder | $203 | $153+33.3% | $13,210-98.5% | $145+40.4% |