Filed February 7, 2020 (most recent of 2 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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $49,786 |
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 | $44,647 | $73,283-39.1% | $155,509-71.3% | $106,382-58.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.2%+19.8pp | 69.9%+28.1pp |
| Annual return | 17.91% | 15.77%+2.1pp | 64.67%-46.8pp | 17.37%+0.5pp |
| Employer contribution / active EE | $2,618 | $2,247+16.5% | $4,672-44.0% | $3,364-22.2% |
| Participant deferral / active EE | $4,482 | $4,580-2.1% | $5,626-20.3% | $5,569-19.5% |
| Admin fee / account holder | $3 | $56-94.8% | $15,912-100.0% | $79-96.3% |