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 | $17,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,270 | $61,272-29.4% | $149,673-71.1% | $71,457-39.4% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.2pp | 67.9%+21.1pp |
| Annual return | 13.97% | 35.85%-21.9pp | 134.42%-120.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,547 | $2,378-35.0% | $4,818-67.9% | $2,588-40.2% |
| Participant deferral / active EE | $2,659 | $2,917-8.9% | $5,680-53.2% | $4,289-38.0% |
| Admin fee / account holder | $41 | $1,261-96.7% | $13,210-99.7% | $1,587-97.4% |