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 | $1,115,439 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $50 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,911 | $83,057-18.2% | $143,757-52.8% | $89,394-24.0% |
| Participation rate | 99.3% | 74.0%+25.3pp | 80.3%+19.0pp | 71.3%+28.1pp |
| Annual return | -12.57% | -13.97%+1.4pp | -0.04%-12.5pp | -11.89%-0.7pp |
| Employer contribution / active EE | $3,383 | $2,095+61.5% | $4,951-31.7% | $3,022+11.9% |
| Participant deferral / active EE | $4,340 | $4,281+1.4% | $5,637-23.0% | $5,123-15.3% |
| Admin fee / account holder | $59 | $83-28.6% | $14,673-99.6% | $79-25.4% |