Filed November 20, 2017 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $92,208 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,290 | $50,815-62.0% | $155,509-87.6% | $77,643-75.2% |
| Participation rate | 86.4% | 63.1%+23.3pp | 78.2%+8.2pp | 70.6%+15.8pp |
| Annual return | 11.26% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $640 | $1,993-67.9% | $4,672-86.3% | $2,726-76.5% |
| Participant deferral / active EE | $2,325 | $2,822-17.6% | $5,626-58.7% | $4,647-50.0% |
| Admin fee / account holder | $83 | $437-81.0% | $15,912-99.5% | $430-80.7% |