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) | $5,666 |
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 | $28,473 | $67,984-58.1% | $65,493-56.5% | $74,304-61.7% |
| Participation rate | 64.7% | 66.3%-1.6pp | 73.1%-8.4pp | 60.3%+4.4pp |
| Annual return | 12.44% | 19.87%-7.4pp | 982.45%-970.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,282 | $2,491-48.6% | $2,574-50.2% | $2,241-42.8% |
| Participant deferral / active EE | $2,139 | $3,346-36.1% | $3,961-46.0% | $3,767-43.2% |
| Admin fee / account holder | $33 | $1,373-97.6% | $5,028-99.3% | $2,969-98.9% |