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 | $46,464-29.9% | $150,298-78.3% | $79,634-59.1% |
| Participation rate | 74.6% | 57.0%+17.7pp | 77.8%-3.2pp | 62.5%+12.1pp |
| Annual return | 10.46% | 27.89%-17.4pp | 62.79%-52.3pp | 36.46%-26.0pp |
| Employer contribution / active EE | $1,834 | $1,512+21.3% | $4,154-55.9% | $2,529-27.5% |
| Participant deferral / active EE | $2,528 | $2,157+17.2% | $5,453-53.6% | $3,835-34.1% |
| Admin fee / account holder | $68 | $891-92.3% | $14,116-99.5% | $1,002-93.2% |