Filed November 12, 2007 (most recent of 2 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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,007 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,226 |
Filed as: VALIC ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $30 |
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 | $112,275 | $52,208+115.1% | $86,612+29.6% | $74,419+50.9% |
| Participation rate | 97.7% | 66.3%+31.4pp | 71.7%+26.0pp | 70.7%+27.0pp |
| Annual return | 17.71% | 44.46%-26.7pp | 591.07%-573.4pp | 34.38%-16.7pp |
| Employer contribution / active EE | $8,216 | $2,282+260.0% | $3,022+171.8% | $2,637+211.5% |
| Participant deferral / active EE | $4,761 | $3,383+40.7% | $4,438+7.3% | $4,528+5.1% |
| Admin fee / account holder | $100 | $319-68.5% | $5,614-98.2% | $348-71.1% |