Filed October 31, 2016 (most recent of 3 filings on file)
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 | $188,278 |
Filed as: ING Service code 10 · EIN 71-0294708 | Accounting | $0 |
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 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 | $14,482 | $37,039-60.9% | $147,614-90.2% | $59,188-75.5% |
| Participation rate | 69.0% | 63.8%+5.3pp | 84.6%-15.6pp | 69.4%-0.4pp |
| Annual return | 0.86% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $452 | $1,353-66.6% | $5,564-91.9% | $2,098-78.5% |
| Participant deferral / active EE | $923 | $2,094-55.9% | $4,895-81.1% | $3,265-71.7% |
| Admin fee / account holder | $50 | $60-17.8% | $11,611-99.6% | $92-46.3% |