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 | $28,587 |
RENASANT BANK1 year Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $5,832 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $415 |
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 | $17,474 | $37,196-53.0% | $154,107-88.7% | $55,725-68.6% |
| Participation rate | 92.2% | 64.1%+28.2pp | 83.0%+9.2pp | 70.9%+21.4pp |
| Annual return | -5.32% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,096 | $1,614+29.8% | $5,298-60.4% | $2,078+0.8% |
| Participant deferral / active EE | $1,345 | $2,068-35.0% | $5,081-73.5% | $3,356-59.9% |
| Admin fee / account holder | $111 | $102+9.0% | $13,411-99.2% | $115-3.8% |