Filed April 29, 2008
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 10-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 | $34,804 |
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 | $21,381 | $46,360-53.9% | $147,614-85.5% | $52,331-59.1% |
| Participation rate | 86.2% | 64.9%+21.2pp | 84.6%+1.5pp | 68.1%+18.1pp |
| Annual return | 7.62% | 1.62%+6.0pp | 61.98%-54.4pp | 4.54%+3.1pp |
| Employer contribution / active EE | $2,011 | $2,126-5.4% | $5,564-63.9% | $1,882+6.8% |
| Participant deferral / active EE | $1,318 | $2,258-41.6% | $4,895-73.1% | $3,022-56.4% |
| Admin fee / account holder | $106 | $766-86.1% | $11,611-99.1% | $592-82.0% |