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 | $47,592 |
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 | $68,140 | $74,552-8.6% | $62,995+8.2% | $69,631-2.1% |
| Participation rate | 72.3% | 78.3%-6.0pp | 74.8%-2.5pp | 70.7%+1.6pp |
| Annual return | 9.98% | 15.77%-5.8pp | 87.57%-77.6pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $1,316 | $2,929-55.1% | $2,759-52.3% | $2,032-35.2% |
| Participant deferral / active EE | $1,957 | $2,974-34.2% | $3,329-41.2% | $3,224-39.3% |
| Admin fee / account holder | $253 | $59+325.1% | $3,600-93.0% | $110+128.7% |