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 | $19,349 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,776 | $53,345-53.6% | $121,098-79.5% | $74,419-66.7% |
| Participation rate | 31.0% | 60.0%-29.0pp | 69.5%-38.5pp | 70.7%-39.8pp |
| Annual return | 12.72% | 35.15%-22.4pp | 985.75%-973.0pp | 34.38%-21.7pp |
| Employer contribution / active EE | $917 | $1,898-51.7% | $4,164-78.0% | $2,637-65.2% |
| Participant deferral / active EE | $1,350 | $3,221-58.1% | $4,080-66.9% | $4,528-70.2% |
| Admin fee / account holder | $190 | $382-50.2% | $5,644-96.6% | $348-45.3% |