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 | $30,898 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,574 | $58,778-42.9% | $129,207-74.0% | $77,643-56.8% |
| Participation rate | 29.5% | 59.2%-29.8pp | 69.6%-40.2pp | 70.6%-41.1pp |
| Annual return | 26.61% | 24.73%+1.9pp | 9417.33%-9390.7pp | 31.24%-4.6pp |
| Employer contribution / active EE | $935 | $1,952-52.1% | $4,153-77.5% | $2,726-65.7% |
| Participant deferral / active EE | $1,346 | $3,212-58.1% | $4,168-67.7% | $4,647-71.0% |
| Admin fee / account holder | $259 | $589-56.0% | $7,715-96.6% | $430-39.7% |