Filed June 10, 2015 (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 | $27,010 |
PLANPILOT, LLC1+ years Filed as: PLAN PILOT, LLC Service code 10 · EIN 45-4168388 | Accounting | $5,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,744 | $68,408+44.3% | $57,179+72.7% | $57,658+71.3% |
| Participation rate | 56.2% | 79.1%-23.0pp | 75.3%-19.2pp | 70.2%-14.1pp |
| Annual return | 0.22% | 8.51%-8.3pp | 14.59%-14.4pp | 5.13%-4.9pp |
| Employer contribution / active EE | $2,441 | $2,869-14.9% | $2,682-9.0% | $1,974+23.7% |
| Participant deferral / active EE | $3,857 | $2,903+32.8% | $3,096+24.6% | $3,061+26.0% |
| Admin fee / account holder | $417 | $70+499.3% | $3,139-86.7% | $95+341.6% |