Filed December 18, 2019 (most recent of 5 filings on file)
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 SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $358,568 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 53 · EIN 94-1737782 | Insurance Commissions | $1,442 |
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 | $43,113 | $37,213+15.9% | $156,549-72.5% | $63,975-32.6% |
| Participation rate | 90.4% | 65.0%+25.5pp | 84.0%+6.4pp | 71.1%+19.3pp |
| Annual return | 10.82% | 47.89%-37.1pp | 32.23%-21.4pp | 48.65%-37.8pp |
| Employer contribution / active EE | $2,675 | $1,357+97.1% | $5,501-51.4% | $2,182+22.6% |
| Participant deferral / active EE | $3,168 | $2,070+53.0% | $4,871-35.0% | $3,356-5.6% |
| Admin fee / account holder | $70 | $56+24.0% | $13,027-99.5% | $70-0.8% |