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 | $179,270 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO, Service code 19 · EIN 74-1625348 | Securities Custodian | $19,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,145 | $120,057-22.4% | $75,696+23.1% | $93,030+0.1% |
| Participation rate | 60.7% | 77.3%-16.6pp | 74.8%-14.1pp | 73.9%-13.2pp |
| Annual return | 12.06% | 19.62%-7.6pp | 104.53%-92.5pp | 158.70%-146.6pp |
| Employer contribution / active EE | $1,417 | $3,253-56.5% | $2,743-48.3% | $2,706-47.6% |
| Participant deferral / active EE | $2,976 | $4,089-27.2% | $3,821-22.1% | $4,562-34.8% |
| Admin fee / account holder | $143 | $81+75.4% | $3,619-96.1% | $152-5.8% |