Filed April 25, 2023 (most recent of 6 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $113,897 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,181 | $52,346-21.3% | $143,757-71.4% | $78,044-47.2% |
| Participation rate | 95.7% | 72.7%+23.0pp | 80.3%+15.4pp | 74.4%+21.3pp |
| Annual return | -15.05% | -14.19%-0.9pp | -0.04%-15.0pp | 10.87%-25.9pp |
| Employer contribution / active EE | $1,796 | $2,131-15.7% | $4,951-63.7% | $3,125-42.5% |
| Participant deferral / active EE | $3,886 | $3,800+2.3% | $5,637-31.1% | $5,084-23.6% |
| Admin fee / account holder | $11 | $63-82.8% | $14,673-99.9% | $79-86.2% |