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 | $130,323 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $28,904 |
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 | $84,225 | $70,083+20.2% | $59,878+40.7% | $55,725+51.1% |
| Participation rate | 71.4% | 78.4%-7.0pp | 74.7%-3.3pp | 70.9%+0.5pp |
| Annual return | -2.85% | 3.13%-6.0pp | 3.46%-6.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,217 | $2,878-57.7% | $2,722-55.3% | $2,078-41.5% |
| Participant deferral / active EE | $4,197 | $3,079+36.3% | $3,402+23.4% | $3,356+25.1% |
| Admin fee / account holder | $140 | $70+99.3% | $3,590-96.1% | $115+21.7% |