Filed January 23, 1
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 | $43,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,835 | $53,136-72.1% | $155,509-90.5% | $199,593-92.6% |
| Participation rate | 60.1% | 64.1%-4.0pp | 78.2%-18.1pp | 72.0%-11.9pp |
| Annual return | 12.35% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $805 | $1,851-56.5% | $4,672-82.8% | $3,034-73.5% |
| Participant deferral / active EE | $1,707 | $3,161-46.0% | $5,626-69.7% | $5,087-66.4% |
| Admin fee / account holder | $35 | $185-81.3% | $15,912-99.8% | $269-87.1% |