Filed December 26, 2024
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,440 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,940 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INS. COMPANY Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,424 | $55,415-54.1% | $155,509-83.7% | $74,495-65.9% |
| Participation rate | 82.2% | 61.9%+20.3pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 11.42% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,607 | $2,267+15.0% | $4,672-44.2% | $2,623-0.6% |
| Participant deferral / active EE | $1,817 | $2,836-35.9% | $5,626-67.7% | $4,346-58.2% |
| Admin fee / account holder | $68 | $1,738-96.1% | $15,912-99.6% | $1,942-96.5% |