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 | $4,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,265 | $53,136-60.0% | $155,509-86.3% | $199,593-89.3% |
| Participation rate | 71.6% | 64.1%+7.5pp | 78.2%-6.6pp | 72.0%-0.4pp |
| Annual return | 12.15% | 41.15%-29.0pp | 64.67%-52.5pp | 34.25%-22.1pp |
| Employer contribution / active EE | $1,371 | $1,851-25.9% | $4,672-70.7% | $3,034-54.8% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $2 | $185-98.9% | $15,912-100.0% | $269-99.3% |