Filed May 11, 2022 (most recent of 4 filings on file)
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 Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $312,289 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INS CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $13,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,514 | $53,136-29.4% | $155,509-75.9% | $199,593-81.2% |
| Participation rate | 91.3% | 64.1%+27.2pp | 78.2%+13.1pp | 72.0%+19.3pp |
| Annual return | 13.51% | 41.15%-27.6pp | 64.67%-51.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,904 | $1,851+2.8% | $4,672-59.3% | $3,034-37.3% |
| Participant deferral / active EE | $3,471 | $3,161+9.8% | $5,626-38.3% | $5,087-31.8% |
| Admin fee / account holder | $51 | $185-72.6% | $15,912-99.7% | $269-81.1% |