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 | $91,712 |
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 | $35,594 | $52,346-32.0% | $143,757-75.2% | $78,044-54.4% |
| Participation rate | 98.6% | 72.7%+25.9pp | 80.3%+18.2pp | 74.4%+24.1pp |
| Annual return | -16.01% | -14.19%-1.8pp | -0.04%-16.0pp | 10.87%-26.9pp |
| Employer contribution / active EE | $2,542 | $2,131+19.3% | $4,951-48.7% | $3,125-18.7% |
| Participant deferral / active EE | $4,334 | $3,800+14.0% | $5,637-23.1% | $5,084-14.8% |
| Admin fee / account holder | $7 | $63-89.5% | $14,673-100.0% | $79-91.6% |