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 | $112,888 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,047 | $48,835-50.8% | $170,442-85.9% | $177,276-86.4% |
| Participation rate | 60.0% | 72.1%-12.1pp | 83.6%-23.6pp | 74.8%-14.8pp |
| Annual return | 11.24% | 19.44%-8.2pp | 205.93%-194.7pp | 21.25%-10.0pp |
| Employer contribution / active EE | $1,094 | $1,798-39.2% | $5,433-79.9% | $2,479-55.9% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $17 | $52-66.6% | $13,880-99.9% | $154-88.7% |