See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $639 |
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 | $35,776 | $39,122-8.6% | $57,179-37.4% | $62,891-43.1% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 9.82% | 9.23%+0.6pp | 14.59%-4.8pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,069 | $1,874-43.0% | $2,682-60.2% | $2,281-53.1% |
| Participant deferral / active EE | $3,362 | $2,374+41.6% | $3,096+8.6% | $3,203+5.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |