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 | $1,104,197 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $1,654 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $300 |
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 | $65,451 | $58,202+12.5% | $172,739-62.1% | $89,569-26.9% |
| Participation rate | 97.5% | 72.8%+24.6pp | 82.6%+14.8pp | 69.6%+27.9pp |
| Annual return | 22.49% | 61.59%-39.1pp | 802.84%-780.3pp | 34.56%-12.1pp |
| Employer contribution / active EE | $2,782 | $1,759+58.2% | $5,143-45.9% | $2,584+7.7% |
| Participant deferral / active EE | $3,759 | $3,335+12.7% | $5,198-27.7% | $4,220-10.9% |
| Admin fee / account holder | $84 | $53+59.8% | $13,954-99.4% | $72+17.3% |