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 | $82,510 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $24,448 |
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 | $30,498 | $44,989-32.2% | $170,442-82.1% | $77,958-60.9% |
| Participation rate | 82.7% | 64.6%+18.1pp | 83.6%-0.9pp | 71.6%+11.0pp |
| Annual return | 15.47% | 19.61%-4.1pp | 205.93%-190.5pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,459 | $1,466-0.5% | $5,433-73.2% | $2,310-36.9% |
| Participant deferral / active EE | $3,147 | $2,208+42.6% | $4,939-36.3% | $3,537-11.0% |
| Admin fee / account holder | $37 | $69-46.2% | $13,880-99.7% | $97-61.9% |