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) | $828,247 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $85 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,805 | $67,679-26.4% | $155,509-68.0% | $99,062-49.7% |
| Participation rate | 96.2% | 67.2%+29.0pp | 78.2%+18.0pp | 71.6%+24.6pp |
| Annual return | 13.64% | 16.16%-2.5pp | 64.67%-51.0pp | 17.66%-4.0pp |
| Employer contribution / active EE | $1,920 | $2,268-15.4% | $4,672-58.9% | $3,262-41.1% |
| Participant deferral / active EE | $5,011 | $3,828+30.9% | $5,626-10.9% | $5,331-6.0% |
| Admin fee / account holder | $97 | $94+3.1% | $15,912-99.4% | $109-11.4% |