Filed April 23, 2015
Total covered: 5 employees
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 FINANCIAL ADVISORS INC Service code 27 7029 ALBERT PICK RD STE 206 · GREENSBORO, NC 274099519 | Advisory (Plan) | $34,398 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $17,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,581 | $70,908+32.0% | $98,907-5.4% | $73,488+27.3% |
| Participation rate | 96.5% | 73.8%+22.7pp | 76.0%+20.4pp | 70.7%+25.8pp |
| Annual return | 13.62% | 34.17%-20.5pp | 196.43%-182.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,343 | $2,036+15.1% | $2,689-12.9% | $2,270+3.2% |
| Participant deferral / active EE | $3,376 | $3,500-3.5% | $4,244-20.4% | $3,740-9.7% |
| Admin fee / account holder | $411 | $535-23.2% | $6,642-93.8% | $513-19.9% |