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 | $110,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,997 | $69,238-36.5% | $185,823-76.3% | $101,517-56.7% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.7%+17.7pp | 74.6%+24.9pp |
| Annual return | 15.55% | 21.26%-5.7pp | 122.05%-106.5pp | 21.00%-5.5pp |
| Employer contribution / active EE | $2,675 | $2,104+27.1% | $5,167-48.2% | $2,973-10.0% |
| Participant deferral / active EE | $4,354 | $3,764+15.7% | $5,568-21.8% | $4,873-10.6% |
| Admin fee / account holder | $9 | $66-87.1% | $16,237-99.9% | $139-93.9% |