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.
See the 9-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 | $81,026 |
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 | $20,459 | $47,126-56.6% | $149,673-86.3% | $74,419-72.5% |
| Participation rate | 84.3% | 63.4%+21.0pp | 78.8%+5.6pp | 70.7%+13.6pp |
| Annual return | 15.73% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,643 | $2,728-3.1% | $5,680-53.5% | $4,528-41.6% |
| Admin fee / account holder | $82 | $343-76.1% | $13,210-99.4% | $348-76.4% |