Filed April 25, 2023 (most recent of 6 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 Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $44,904 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
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 | $48,520 | $67,679-28.3% | $155,509-68.8% | $99,062-51.0% |
| Participation rate | 97.5% | 67.2%+30.3pp | 78.2%+19.3pp | 71.6%+25.9pp |
| Annual return | 13.80% | 16.16%-2.4pp | 64.67%-50.9pp | 17.66%-3.9pp |
| Employer contribution / active EE | $1,978 | $2,268-12.8% | $4,672-57.7% | $3,262-39.4% |
| Participant deferral / active EE | $4,016 | $3,828+4.9% | $5,626-28.6% | $5,331-24.7% |
| Admin fee / account holder | $4 | $94-95.9% | $15,912-100.0% | $109-96.5% |