Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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 | $395,856 |
Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $10,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,577 | $50,815-33.9% | $155,509-78.4% | $77,643-56.8% |
| Participation rate | 70.3% | 63.1%+7.2pp | 78.2%-7.9pp | 70.6%-0.3pp |
| Annual return | 13.38% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,024 | $1,993-48.6% | $4,672-78.1% | $2,726-62.4% |
| Participant deferral / active EE | $2,662 | $2,822-5.7% | $5,626-52.7% | $4,647-42.7% |
| Admin fee / account holder | $89 | $437-79.7% | $15,912-99.4% | $430-79.4% |