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 | $77,425 |
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 | $70,912 | $70,083+1.2% | $59,878+18.4% | $55,725+27.3% |
| Participation rate | 76.0% | 78.4%-2.4pp | 74.7%+1.3pp | 70.9%+5.1pp |
| Annual return | 8.82% | 3.13%+5.7pp | 3.46%+5.4pp | 244.93%-236.1pp |
| Employer contribution / active EE | $1,423 | $2,878-50.6% | $2,722-47.7% | $2,078-31.5% |
| Participant deferral / active EE | $2,294 | $3,079-25.5% | $3,402-32.6% | $3,356-31.6% |
| Admin fee / account holder | $280 | $70+298.3% | $3,590-92.2% | $115+143.1% |