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 | $257,629 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,301 | $47,456-80.4% | $172,739-94.6% | $77,787-88.0% |
| Participation rate | 89.5% | 66.3%+23.2pp | 82.6%+6.8pp | 73.2%+16.3pp |
| Annual return | 17.69% | 35.57%-17.9pp | 802.84%-785.2pp | 32.57%-14.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,339 | $2,560-47.7% | $5,198-74.2% | $3,967-66.3% |
| Admin fee / account holder | $33 | $81-58.7% | $13,954-99.8% | $100-66.6% |