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 | $276,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,417 | $45,000-65.7% | $143,757-89.3% | $77,904-80.2% |
| Participation rate | 87.6% | 66.8%+20.8pp | 80.3%+7.3pp | 73.7%+14.0pp |
| Annual return | -13.62% | 29.03%-42.7pp | -0.04%-13.6pp | 12.21%-25.8pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,642 | $3,157-48.0% | $5,637-70.9% | $4,806-65.8% |
| Admin fee / account holder | $67 | $98-32.1% | $14,673-99.5% | $133-49.6% |