Filed June 28, 2006
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 | $7,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,126 | $65,061-42.9% | $143,757-74.2% | $66,914-44.5% |
| Participation rate | 86.7% | 65.2%+21.5pp | 80.3%+6.4pp | 69.8%+16.9pp |
| Annual return | -13.80% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,374 | $2,361-41.8% | $4,951-72.3% | $2,544-46.0% |
| Participant deferral / active EE | $2,387 | $2,919-18.2% | $5,637-57.7% | $4,237-43.7% |
| Admin fee / account holder | $30 | $502-94.0% | $14,673-99.8% | $593-94.9% |