Filed January 4, 2002
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $236,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,197 | $53,136-5.5% | $155,509-67.7% | $199,593-74.9% |
| Participation rate | 76.3% | 64.1%+12.2pp | 78.2%-1.9pp | 72.0%+4.3pp |
| Annual return | 14.42% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,287 | $1,851-30.5% | $4,672-72.5% | $3,034-57.6% |
| Participant deferral / active EE | $4,060 | $3,161+28.4% | $5,626-27.8% | $5,087-20.2% |
| Admin fee / account holder | $39 | $185-78.8% | $15,912-99.8% | $269-85.4% |