Filed March 27, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $1,004,247 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $1,550 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $54,365 | $44,007+23.5% | $154,107-64.7% | $68,904-21.1% |
| Participation rate | 100.0% | 70.0%+29.9pp | 83.0%+16.9pp | 74.1%+25.8pp |
| Annual return | -3.16% | 8.15%-11.3pp | 735.12%-738.3pp | 1.07%-4.2pp |
| Employer contribution / active EE | $3,302 | $1,732+90.7% | $5,298-37.7% | $2,540+30.0% |
| Participant deferral / active EE | $4,120 | $2,813+46.5% | $5,081-18.9% | $4,015+2.6% |
| Admin fee / account holder | $75 | $65+15.5% | $13,411-99.4% | $71+4.9% |