Filed January 3, 2012
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 Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,161 | $69,763-58.2% | $67,502-56.8% | $74,495-60.9% |
| Participation rate | 57.8% | 71.4%-13.6pp | 72.9%-15.1pp | 67.2%-9.4pp |
| Annual return | 13.13% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,164 | $2,704-56.9% | $2,731-57.4% | $2,623-55.6% |
| Participant deferral / active EE | $2,292 | $3,636-37.0% | $4,000-42.7% | $4,346-47.3% |
| Admin fee / account holder | $34 | $896-96.2% | $3,998-99.2% | $1,942-98.3% |