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 | $254,210 |
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 | $9,308 | $45,382-79.5% | $154,107-94.0% | $75,289-87.6% |
| Participation rate | 87.7% | 65.9%+21.8pp | 83.0%+4.6pp | 72.4%+15.2pp |
| Annual return | -4.96% | -0.47%-4.5pp | 735.12%-740.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $674 | $1,533-56.1% | $5,298-87.3% | $2,405-72.0% |
| Participant deferral / active EE | $1,291 | $2,384-45.8% | $5,081-74.6% | $3,739-65.5% |
| Admin fee / account holder | $37 | $89-58.7% | $13,411-99.7% | $102-63.9% |