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 | $29,580 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,769 | $50,815-6.0% | $155,509-69.3% | $77,643-38.5% |
| Participation rate | 59.4% | 63.1%-3.8pp | 78.2%-18.8pp | 70.6%-11.2pp |
| Annual return | 15.12% | 34.80%-19.7pp | 64.67%-49.5pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,188 | $1,993-40.4% | $4,672-74.6% | $2,726-56.4% |
| Participant deferral / active EE | $2,072 | $2,822-26.6% | $5,626-63.2% | $4,647-55.4% |
| Admin fee / account holder | $69 | $437-84.2% | $15,912-99.6% | $430-84.0% |