See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $12,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $18,085 | $58,879-69.3% | $178,490-89.9% | $73,488-75.4% |
| Participation rate | 41.6% | 66.2%-24.6pp | 81.9%-40.3pp | 70.7%-29.1pp |
| Annual return | 13.44% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $220 | $2,236-90.2% | $5,011-95.6% | $2,270-90.3% |
| Participant deferral / active EE | $1,435 | $2,567-44.1% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $106 | $400-73.6% | $13,984-99.2% | $513-79.4% |