Filed August 28, 2017
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $7,935 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $6,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,385 | $96,018-23.6% | $65,493+12.0% | $85,563-14.2% |
| Participation rate | 58.2% | 74.8%-16.7pp | 73.1%-14.9pp | 66.0%-7.8pp |
| Annual return | 9.46% | 14.51%-5.0pp | 982.45%-973.0pp | 31.51%-22.1pp |
| Employer contribution / active EE | $1,407 | $3,235-56.5% | $2,574-45.3% | $2,654-47.0% |
| Participant deferral / active EE | $1,074 | $4,055-73.5% | $3,961-72.9% | $4,375-75.5% |
| Admin fee / account holder | $57 | $271-79.0% | $5,028-98.9% | $834-93.2% |