See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $140,508 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,752 | $105,581-40.6% | $70,449-10.9% | $90,288-30.5% |
| Participation rate | 43.0% | 77.5%-34.6pp | 75.1%-32.1pp | 73.4%-30.4pp |
| Annual return | 12.98% | 14.78%-1.8pp | 109.03%-96.0pp | 53.97%-41.0pp |
| Employer contribution / active EE | $1,029 | $3,304-68.9% | $2,737-62.4% | $2,524-59.2% |
| Participant deferral / active EE | $1,649 | $3,813-56.8% | $3,709-55.5% | $4,232-61.0% |
| Admin fee / account holder | $205 | $68+203.3% | $3,845-94.7% | $114+79.6% |