Filed November 5, 2020 (most recent of 4 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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $239,398 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,798 | $53,136-10.0% | $155,509-69.3% | $199,593-76.1% |
| Participation rate | 68.5% | 64.1%+4.5pp | 78.2%-9.6pp | 72.0%-3.4pp |
| Annual return | 12.77% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $793 | $1,851-57.2% | $4,672-83.0% | $3,034-73.9% |
| Participant deferral / active EE | $2,053 | $3,161-35.1% | $5,626-63.5% | $5,087-59.6% |
| Admin fee / account holder | $93 | $185-50.1% | $15,912-99.4% | $269-65.6% |