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 | $302,632 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $143,314 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,510 | $48,835-43.7% | $170,442-83.9% | $177,276-84.5% |
| Participation rate | 90.1% | 72.1%+18.0pp | 83.6%+6.5pp | 74.8%+15.2pp |
| Annual return | 13.78% | 19.44%-5.7pp | 205.93%-192.1pp | 21.25%-7.5pp |
| Employer contribution / active EE | $1,166 | $1,798-35.2% | $5,433-78.5% | $2,479-53.0% |
| Participant deferral / active EE | $3,371 | $2,757+22.2% | $4,939-31.8% | $3,881-13.1% |
| Admin fee / account holder | $42 | $52-18.3% | $13,880-99.7% | $154-72.5% |