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 | $60,893 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $25,852 |
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 | $55,859 | $204,517-72.7% | $69,455-19.6% | $77,787-28.2% |
| Participation rate | 99.7% | 74.6%+25.1pp | 74.6%+25.1pp | 73.2%+26.5pp |
| Annual return | 17.78% | 22.10%-4.3pp | 28.97%-11.2pp | 32.57%-14.8pp |
| Employer contribution / active EE | $3,017 | $3,548-15.0% | $2,779+8.6% | $2,504+20.5% |
| Participant deferral / active EE | $3,521 | $3,478+1.2% | $3,535-0.4% | $3,967-11.3% |
| Admin fee / account holder | $45 | $101-55.7% | $3,839-98.8% | $100-55.4% |