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 | $64,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,577 | $46,173-44.6% | $170,442-85.0% | $69,631-63.3% |
| Participation rate | 64.4% | 63.9%+0.5pp | 83.6%-19.2pp | 70.7%-6.3pp |
| Annual return | 17.07% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $428 | $1,610-73.4% | $5,433-92.1% | $2,032-78.9% |
| Participant deferral / active EE | $1,613 | $2,080-22.5% | $4,939-67.3% | $3,224-50.0% |
| Admin fee / account holder | $95 | $116-18.0% | $13,880-99.3% | $110-13.9% |