Filed October 30, 2003
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 | $19,662 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,290 | $47,898-55.6% | $117,472-81.9% | $64,808-67.1% |
| Participation rate | 26.8% | 61.9%-35.1pp | 70.6%-43.8pp | 71.5%-44.7pp |
| Annual return | -13.70% | -15.54%+1.8pp | 29.74%-43.4pp | 32.82%-46.5pp |
| Employer contribution / active EE | $380 | $1,774-78.6% | $4,176-90.9% | $2,506-84.8% |
| Participant deferral / active EE | $1,225 | $3,151-61.1% | $4,070-69.9% | $4,310-71.6% |
| Admin fee / account holder | $144 | $132+8.9% | $5,645-97.5% | $188-23.6% |