Filed January 19, 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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $51,481 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $31,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,875 | $87,173-38.2% | $59,878-10.0% | $75,289-28.4% |
| Participation rate | 55.4% | 74.5%-19.1pp | 74.7%-19.3pp | 72.4%-17.0pp |
| Annual return | -3.07% | -2.14%-0.9pp | 3.46%-6.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $1,915 | $3,473-44.9% | $2,722-29.7% | $2,405-20.4% |
| Participant deferral / active EE | $2,135 | $3,379-36.8% | $3,402-37.2% | $3,739-42.9% |
| Admin fee / account holder | $26 | $75-64.8% | $3,590-99.3% | $102-74.3% |