Filed October 12, 2000
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 10-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 26 · EIN 51-0396365 | Advisory (Participants) | $786,725 |
Filed as: THE RAYMOND JAMES FINANCIAL CENTER Service code 26 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $15,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $18 |
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 | $57,419 | $74,933-23.4% | $154,803-62.9% | $117,739-51.2% |
| Participation rate | 97.7% | 64.5%+33.2pp | 78.1%+19.6pp | 76.6%+21.0pp |
| Annual return | 13.86% | 17.34%-3.5pp | 58.88%-45.0pp | 17.29%-3.4pp |
| Employer contribution / active EE | $2,050 | $2,316-11.5% | $4,305-52.4% | $3,746-45.3% |
| Participant deferral / active EE | $5,459 | $3,942+38.5% | $5,540-1.5% | $6,128-10.9% |
| Admin fee / account holder | $92 | $129-28.7% | $14,329-99.4% | $112-17.7% |