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 | $242,062 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,237 | $44,989-75.0% | $170,442-93.4% | $77,958-85.6% |
| Participation rate | 82.7% | 64.6%+18.1pp | 83.6%-0.9pp | 71.6%+11.0pp |
| Annual return | 14.37% | 19.61%-5.2pp | 205.93%-191.6pp | 20.87%-6.5pp |
| Employer contribution / active EE | $604 | $1,466-58.8% | $5,433-88.9% | $2,310-73.8% |
| Participant deferral / active EE | $1,193 | $2,208-45.9% | $4,939-75.8% | $3,537-66.3% |
| Admin fee / account holder | $40 | $69-41.5% | $13,880-99.7% | $97-58.5% |