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 | $1,030,527 |
Service code 53 · EIN 94-1737782 | Insurance Commissions | $2,614 |
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 | $47,215 | $53,565-11.9% | $172,739-72.7% | $82,204-42.6% |
| Participation rate | 94.1% | 69.6%+24.5pp | 82.6%+11.5pp | 73.4%+20.7pp |
| Annual return | 3.20% | 31.42%-28.2pp | 802.84%-799.6pp | 26.31%-23.1pp |
| Employer contribution / active EE | $2,575 | $1,857+38.7% | $5,143-49.9% | $2,707-4.9% |
| Participant deferral / active EE | $3,360 | $3,006+11.8% | $5,198-35.4% | $4,246-20.9% |
| Admin fee / account holder | $158 | $61+157.2% | $13,954-98.9% | $76+108.8% |