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 | $141,848 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $19,490 |
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 | $109,406 | $95,542+14.5% | $69,455+57.5% | $67,579+61.9% |
| Participation rate | 74.4% | 79.4%-5.0pp | 74.6%-0.2pp | 71.3%+3.1pp |
| Annual return | 16.74% | 17.67%-0.9pp | 28.97%-12.2pp | 378.56%-361.8pp |
| Employer contribution / active EE | $3,908 | $2,989+30.8% | $2,779+40.6% | $2,148+82.0% |
| Participant deferral / active EE | $4,209 | $3,263+29.0% | $3,535+19.0% | $3,539+18.9% |
| Admin fee / account holder | $160 | $90+77.7% | $3,839-95.8% | $142+12.2% |