Filed March 14, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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 SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $95,184 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $28,400 |
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 | $64,903 | $74,552-12.9% | $62,995+3.0% | $69,631-6.8% |
| Participation rate | 77.6% | 78.3%-0.6pp | 74.8%+2.8pp | 70.7%+7.0pp |
| Annual return | 13.52% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,990 | $2,929-32.1% | $2,759-27.9% | $2,032-2.1% |
| Participant deferral / active EE | $3,271 | $2,974+10.0% | $3,329-1.7% | $3,224+1.5% |
| Admin fee / account holder | $74 | $59+24.6% | $3,600-97.9% | $110-33.0% |