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 | $495,344 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $492 |
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 | $36,124 | $63,259-42.9% | $178,490-79.8% | $93,223-61.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 13.04% | 19.93%-6.9pp | 151.07%-138.0pp | 19.29%-6.3pp |
| Employer contribution / active EE | $1,504 | $1,865-19.3% | $5,011-70.0% | $2,680-43.9% |
| Participant deferral / active EE | $4,249 | $3,372+26.0% | $5,202-18.3% | $4,563-6.9% |
| Admin fee / account holder | $54 | $58-6.8% | $13,984-99.6% | $79-31.7% |