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 | $554,095 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 53 · EIN 94-1737782 | Insurance Commissions | $1,904 |
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 | $46,836 | $44,007+6.4% | $154,107-69.6% | $68,904-32.0% |
| Participation rate | 95.2% | 70.0%+25.2pp | 83.0%+12.2pp | 74.1%+21.1pp |
| Annual return | 8.93% | 8.15%+0.8pp | 735.12%-726.2pp | 1.07%+7.9pp |
| Employer contribution / active EE | $2,864 | $1,732+65.4% | $5,298-45.9% | $2,540+12.8% |
| Participant deferral / active EE | $3,372 | $2,813+19.9% | $5,081-33.6% | $4,015-16.0% |
| Admin fee / account holder | $86 | $65+33.0% | $13,411-99.4% | $71+20.8% |