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 | $208,789 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO, Service code 19 · EIN 74-1625348 | Securities Custodian | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,370 | $105,179-39.8% | $64,056-1.1% | $80,160-20.9% |
| Participation rate | 49.1% | 73.5%-24.4pp | 72.3%-23.2pp | 72.9%-23.8pp |
| Annual return | 14.62% | 20.34%-5.7pp | 33.69%-19.1pp | 40.38%-25.8pp |
| Employer contribution / active EE | $1,128 | $3,311-65.9% | $2,747-58.9% | $2,978-62.1% |
| Participant deferral / active EE | $2,162 | $4,020-46.2% | $3,880-44.3% | $5,017-56.9% |
| Admin fee / account holder | $106 | $113-6.8% | $3,068-96.6% | $145-27.2% |