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 | $248,309 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,556 | $50,127-71.0% | $149,673-90.3% | $80,160-81.8% |
| Participation rate | 91.6% | 64.3%+27.3pp | 78.8%+12.9pp | 72.9%+18.7pp |
| Annual return | 15.05% | 29.82%-14.8pp | 134.42%-119.4pp | 40.38%-25.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,730 | $3,194-45.8% | $5,680-69.5% | $5,017-65.5% |
| Admin fee / account holder | $51 | $153-66.5% | $13,210-99.6% | $145-64.7% |