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 | $432,251 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $126,209 |
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 | $36,385 | $53,565-32.1% | $172,739-78.9% | $82,204-55.7% |
| Participation rate | 95.2% | 69.6%+25.5pp | 82.6%+12.6pp | 73.4%+21.8pp |
| Annual return | 18.11% | 31.42%-13.3pp | 802.84%-784.7pp | 26.31%-8.2pp |
| Employer contribution / active EE | $1,386 | $1,857-25.4% | $5,143-73.1% | $2,707-48.8% |
| Participant deferral / active EE | $3,872 | $3,006+28.8% | $5,198-25.5% | $4,246-8.8% |
| Admin fee / account holder | $64 | $61+4.6% | $13,954-99.5% | $76-15.1% |