Filed July 9, 2004
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $83,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,539 | $50,815-57.6% | $155,509-86.1% | $77,643-72.3% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.7pp |
| Annual return | 12.73% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $683 | $1,993-65.7% | $4,672-85.4% | $2,726-75.0% |
| Participant deferral / active EE | $2,082 | $2,822-26.2% | $5,626-63.0% | $4,647-55.2% |
| Admin fee / account holder | $61 | $437-86.1% | $15,912-99.6% | $430-85.9% |