Filed April 18, 2023 (most recent of 9 filings on file)
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $125,407 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $35 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,291 | $53,136-48.6% | $155,509-82.5% | $199,593-86.3% |
| Participation rate | 75.7% | 64.1%+11.7pp | 78.2%-2.5pp | 72.0%+3.8pp |
| Annual return | 11.34% | 41.15%-29.8pp | 64.67%-53.3pp | 34.25%-22.9pp |
| Employer contribution / active EE | $2,019 | $1,851+9.1% | $4,672-56.8% | $3,034-33.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $29 | $185-84.2% | $15,912-99.8% | $269-89.1% |