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 | $52,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,116 | $36,916-29.3% | $156,549-83.3% | $57,658-54.7% |
| Participation rate | 51.4% | 63.4%-12.0pp | 84.0%-32.6pp | 70.2%-18.8pp |
| Annual return | 5.71% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $405 | $1,571-74.2% | $5,501-92.6% | $1,974-79.5% |
| Participant deferral / active EE | $1,492 | $1,926-22.5% | $4,871-69.4% | $3,061-51.2% |
| Admin fee / account holder | $98 | $82+19.1% | $13,027-99.2% | $95+3.9% |