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 SERVICE COMPANY Service code 26 · EIN 51-0396365 | Advisory (Participants) | $575,242 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,795 | $52,346-27.8% | $143,757-73.7% | $78,044-51.6% |
| Participation rate | 94.4% | 72.7%+21.7pp | 80.3%+14.1pp | 74.4%+19.9pp |
| Annual return | -13.87% | -14.19%+0.3pp | -0.04%-13.8pp | 10.87%-24.7pp |
| Employer contribution / active EE | $1,636 | $2,131-23.2% | $4,951-67.0% | $3,125-47.6% |
| Participant deferral / active EE | $4,630 | $3,800+21.8% | $5,637-17.9% | $5,084-8.9% |
| Admin fee / account holder | $61 | $63-4.3% | $14,673-99.6% | $79-23.1% |