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 | $191,400 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO, Service code 19 · EIN 74-1625348 | Securities Custodian | $4,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,862 | $98,780-42.4% | $60,874-6.6% | $77,904-27.0% |
| Participation rate | 50.4% | 76.7%-26.3pp | 73.1%-22.7pp | 73.7%-23.3pp |
| Annual return | -12.51% | -11.56%-0.9pp | 16.90%-29.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $1,099 | $3,605-69.5% | $2,701-59.3% | $2,848-61.4% |
| Participant deferral / active EE | $2,089 | $4,200-50.3% | $3,817-45.3% | $4,806-56.5% |
| Admin fee / account holder | $99 | $89+11.9% | $3,224-96.9% | $133-25.2% |