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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $43,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,298 | $79,519-46.8% | $95,952-55.9% | $73,409-42.4% |
| Participation rate | 45.4% | 81.2%-35.8pp | 77.1%-31.7pp | 72.2%-26.8pp |
| Annual return | 12.88% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $658 | $2,048-67.9% | $2,541-74.1% | $2,234-70.5% |
| Participant deferral / active EE | $875 | $4,138-78.9% | $4,167-79.0% | $3,805-77.0% |
| Admin fee / account holder | $259 | $184+40.6% | $6,795-96.2% | $158+64.1% |