Filed May 1, 2014 (most recent of 2 filings on file)
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 3-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 | $110,474 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $741 |
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 | $21,204 | $37,213-43.0% | $156,549-86.5% | $63,975-66.9% |
| Participation rate | 86.0% | 65.0%+21.0pp | 84.0%+2.0pp | 71.1%+14.8pp |
| Annual return | 0.16% | 47.89%-47.7pp | 32.23%-32.1pp | 48.65%-48.5pp |
| Employer contribution / active EE | $1,577 | $1,357+16.2% | $5,501-71.3% | $2,182-27.7% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $56-70.9% | $13,027-99.9% | $70-76.7% |