Filed April 29, 2015 (most recent of 3 filings on file)
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 | $69,858 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $26,767 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,397 | $37,213-29.1% | $156,549-83.1% | $63,975-58.7% |
| Participation rate | 77.1% | 65.0%+12.2pp | 84.0%-6.9pp | 71.1%+6.0pp |
| Annual return | 11.29% | 47.89%-36.6pp | 32.23%-20.9pp | 48.65%-37.4pp |
| Employer contribution / active EE | $1,211 | $1,357-10.7% | $5,501-78.0% | $2,182-44.5% |
| Participant deferral / active EE | $2,631 | $2,070+27.1% | $4,871-46.0% | $3,356-21.6% |
| Admin fee / account holder | $36 | $56-35.6% | $13,027-99.7% | $70-48.5% |