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 SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $248,531 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $212,972 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,638 | $43,110-40.5% | $156,549-83.6% | $65,292-60.7% |
| Participation rate | 91.8% | 69.3%+22.5pp | 84.0%+7.8pp | 72.4%+19.4pp |
| Annual return | 8.13% | 11.24%-3.1pp | 32.23%-24.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $1,100 | $1,702-35.3% | $5,501-80.0% | $2,302-52.2% |
| Participant deferral / active EE | $3,134 | $2,520+24.4% | $4,871-35.7% | $3,579-12.4% |
| Admin fee / account holder | $47 | $47-0.7% | $13,027-99.6% | $57-18.2% |