Filed November 6, 2009
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 | $59,917 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,411 |
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 | $55,924 | $67,984-17.7% | $65,493-14.6% | $74,304-24.7% |
| Participation rate | 90.6% | 66.3%+24.3pp | 73.1%+17.5pp | 60.3%+30.3pp |
| Annual return | 12.22% | 19.87%-7.6pp | 982.45%-970.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $3,966 | $2,491+59.2% | $2,574+54.0% | $2,241+76.9% |
| Participant deferral / active EE | $4,070 | $3,346+21.6% | $3,961+2.8% | $3,767+8.0% |
| Admin fee / account holder | $243 | $1,373-82.3% | $5,028-95.2% | $2,969-91.8% |