Filed January 31, 2023
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 | $69,004 |
Filed as: VARIABLE ANNUITY LIFE INSURNACE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,130 |
THE VANGUARD GROUP, INC.2+ years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $30 |
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 | $38,029 | $36,916+3.0% | $156,549-75.7% | $57,658-34.0% |
| Participation rate | 95.8% | 63.4%+32.4pp | 84.0%+11.8pp | 70.2%+25.6pp |
| Annual return | 7.94% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,285 | $1,571+45.5% | $5,501-58.5% | $1,974+15.8% |
| Participant deferral / active EE | $2,974 | $1,926+54.4% | $4,871-39.0% | $3,061-2.8% |
| Admin fee / account holder | $96 | $82+16.0% | $13,027-99.3% | $95+1.2% |