Filed May 8, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $45,135 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,906 | $53,136-58.8% | $155,509-85.9% | $199,593-89.0% |
| Participation rate | 88.4% | 64.1%+24.3pp | 78.2%+10.2pp | 72.0%+16.4pp |
| Annual return | 13.02% | 41.15%-28.1pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,840 | $3,161-10.2% | $5,626-49.5% | $5,087-44.2% |
| Admin fee / account holder | $11 | $185-93.9% | $15,912-99.9% | $269-95.8% |