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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $97,878 |
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 | $21,639 | $44,007-50.8% | $154,107-86.0% | $68,904-68.6% |
| Participation rate | 97.2% | 70.0%+27.2pp | 83.0%+14.2pp | 74.1%+23.1pp |
| Annual return | -5.05% | 8.15%-13.2pp | 735.12%-740.2pp | 1.07%-6.1pp |
| Employer contribution / active EE | $1,709 | $1,732-1.3% | $5,298-67.7% | $2,540-32.7% |
| Participant deferral / active EE | $3,346 | $2,813+18.9% | $5,081-34.1% | $4,015-16.7% |
| Admin fee / account holder | $18 | $65-71.6% | $13,411-99.9% | $71-74.2% |