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 | $32,212 |
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 | $36,190 | $68,330-47.0% | $149,673-75.8% | $96,393-62.5% |
| Participation rate | 97.9% | 74.6%+23.3pp | 78.8%+19.2pp | 71.3%+26.6pp |
| Annual return | 19.65% | 29.64%-10.0pp | 134.42%-114.8pp | 22.88%-3.2pp |
| Employer contribution / active EE | $2,226 | $2,139+4.1% | $4,818-53.8% | $3,238-31.3% |
| Participant deferral / active EE | $3,826 | $4,422-13.5% | $5,680-32.6% | $5,455-29.9% |
| Admin fee / account holder | $2 | $52-96.4% | $13,210-100.0% | $74-97.4% |