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 | $799,366 |
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 | $40,996 | $63,259-35.2% | $178,490-77.0% | $93,223-56.0% |
| Participation rate | 89.5% | 72.1%+17.4pp | 81.9%+7.6pp | 74.9%+14.6pp |
| Annual return | 17.13% | 19.93%-2.8pp | 151.07%-133.9pp | 19.29%-2.2pp |
| Employer contribution / active EE | $2,562 | $1,865+37.4% | $5,011-48.9% | $2,680-4.4% |
| Participant deferral / active EE | $4,124 | $3,372+22.3% | $5,202-20.7% | $4,563-9.6% |
| Admin fee / account holder | $70 | $58+21.2% | $13,984-99.5% | $79-11.2% |