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 | $1,095,850 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,545 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,464 | $66,513+12.0% | $178,490-58.3% | $106,222-29.9% |
| Participation rate | 99.9% | 73.8%+26.1pp | 81.9%+18.0pp | 70.8%+29.1pp |
| Annual return | 15.30% | 21.81%-6.5pp | 151.07%-135.8pp | 21.69%-6.4pp |
| Employer contribution / active EE | $3,030 | $1,776+70.6% | $5,011-39.5% | $2,723+11.2% |
| Participant deferral / active EE | $4,189 | $3,679+13.9% | $5,202-19.5% | $4,600-8.9% |
| Admin fee / account holder | $82 | $53+52.9% | $13,984-99.4% | $78+4.3% |