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 | $45,106 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,902 | $46,173-48.2% | $170,442-86.0% | $69,631-65.7% |
| Participation rate | 74.5% | 63.9%+10.6pp | 83.6%-9.1pp | 70.7%+3.8pp |
| Annual return | 11.88% | 21.62%-9.7pp | 205.93%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,596 | $1,610-0.8% | $5,433-70.6% | $2,032-21.5% |
| Participant deferral / active EE | $1,135 | $2,080-45.5% | $4,939-77.0% | $3,224-64.8% |
| Admin fee / account holder | $127 | $116+9.3% | $13,880-99.1% | $110+14.7% |