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 | $59,232 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $857 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,527 | $65,241-68.5% | $126,539-83.8% | $85,563-76.0% |
| Participation rate | 51.1% | 48.6%+2.4pp | 69.8%-18.8pp | 66.0%-14.9pp |
| Annual return | 10.95% | 42.19%-31.2pp | 425.95%-415.0pp | 31.51%-20.6pp |
| Employer contribution / active EE | $1,126 | $1,937-41.9% | $3,674-69.4% | $2,654-57.6% |
| Participant deferral / active EE | $1,435 | $3,032-52.7% | $4,083-64.8% | $4,375-67.2% |
| Admin fee / account holder | $166 | $1,031-83.9% | $6,065-97.3% | $834-80.1% |