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 | $241,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,898 | $56,095-75.2% | $178,490-92.2% | $90,288-84.6% |
| Participation rate | 0.0% | 65.6%-65.6pp | 81.9%-81.9pp | 73.4%-73.4pp |
| Annual return | 12.28% | 28.81%-16.5pp | 151.07%-138.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $202 | $1,572-87.2% | $5,011-96.0% | $2,524-92.0% |
| Participant deferral / active EE | $1,361 | $2,669-49.0% | $5,202-73.8% | $4,232-67.8% |
| Admin fee / account holder | $43 | $101-57.5% | $13,984-99.7% | $114-62.5% |