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) | $550,865 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $137 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,898 | $59,339-31.1% | $149,673-72.7% | $103,482-60.5% |
| Participation rate | 95.2% | 70.2%+25.0pp | 78.8%+16.4pp | 73.3%+21.9pp |
| Annual return | 15.26% | 77.78%-62.5pp | 134.42%-119.2pp | 33.11%-17.8pp |
| Employer contribution / active EE | $1,826 | $2,178-16.1% | $4,818-62.1% | $3,208-43.1% |
| Participant deferral / active EE | $4,841 | $3,716+30.3% | $5,680-14.8% | $5,207-7.0% |
| Admin fee / account holder | $54 | $103-47.2% | $13,210-99.6% | $114-52.3% |