Filed May 6, 2010
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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $45,307 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $667 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,563 | $50,982-36.1% | $154,803-79.0% | $85,563-61.9% |
| Participation rate | 74.6% | 59.8%+14.8pp | 78.1%-3.5pp | 66.0%+8.6pp |
| Annual return | 10.46% | 30.35%-19.9pp | 58.88%-48.4pp | 31.51%-21.1pp |
| Employer contribution / active EE | $1,834 | $1,708+7.4% | $4,305-57.4% | $2,654-30.9% |
| Participant deferral / active EE | $2,528 | $2,474+2.2% | $5,540-54.4% | $4,375-42.2% |
| Admin fee / account holder | $68 | $846-91.9% | $14,329-99.5% | $834-91.8% |