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 | $328,694 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $132,794 |
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 | $24,120 | $44,007-45.2% | $154,107-84.3% | $68,904-65.0% |
| Participation rate | 94.5% | 70.0%+24.4pp | 83.0%+11.4pp | 74.1%+20.3pp |
| Annual return | -5.01% | 8.15%-13.2pp | 735.12%-740.1pp | 1.07%-6.1pp |
| Employer contribution / active EE | $1,258 | $1,732-27.4% | $5,298-76.3% | $2,540-50.5% |
| Participant deferral / active EE | $3,539 | $2,813+25.8% | $5,081-30.3% | $4,015-11.9% |
| Admin fee / account holder | $41 | $65-37.0% | $13,411-99.7% | $71-42.8% |