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 | $240,172 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO, Service code 19 · EIN 74-1625348 | Securities Custodian | $2 |
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.
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 | $89,708 | $113,293-20.8% | $67,502+32.9% | $199,593-55.1% |
| Participation rate | 56.1% | 73.3%-17.3pp | 72.9%-16.8pp | 72.0%-15.9pp |
| Annual return | 10.95% | 15.88%-4.9pp | 3512.12%-3501.2pp | 34.25%-23.3pp |
| Employer contribution / active EE | $1,675 | $3,401-50.7% | $2,731-38.6% | $3,034-44.8% |
| Participant deferral / active EE | $3,052 | $4,159-26.6% | $4,000-23.7% | $5,087-40.0% |
| Admin fee / account holder | $158 | $103+54.4% | $3,998-96.0% | $269-41.1% |