Filed June 16, 2016 (most recent of 2 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 | $37,807 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,496 | $73,283-69.3% | $155,509-85.5% | $106,382-78.9% |
| Participation rate | 70.9% | 73.3%-2.4pp | 78.2%-7.3pp | 69.9%+1.0pp |
| Annual return | 11.68% | 15.77%-4.1pp | 64.67%-53.0pp | 17.37%-5.7pp |
| Employer contribution / active EE | $1,227 | $2,247-45.4% | $4,672-73.7% | $3,364-63.5% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $3 | $56-94.3% | $15,912-100.0% | $79-96.0% |