Filed July 26, 2006
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $88,498 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,959 |
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.
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 | $26,342 | $57,610-54.3% | $154,803-83.0% | $102,872-74.4% |
| Participation rate | 54.6% | 59.5%-4.9pp | 78.1%-23.5pp | 73.0%-18.4pp |
| Annual return | 11.30% | 30.49%-19.2pp | 58.88%-47.6pp | 19.06%-7.8pp |
| Employer contribution / active EE | $1,141 | $1,883-39.4% | $4,305-73.5% | $3,526-67.6% |
| Participant deferral / active EE | $1,194 | $2,914-59.0% | $5,540-78.4% | $5,535-78.4% |
| Admin fee / account holder | $81 | $368-77.9% | $14,329-99.4% | $292-72.2% |