Filed January 30, 2017
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 SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $13,039 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,922 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,475 | $55,453+3.6% | $170,442-66.3% | $62,292-7.7% |
| Participation rate | 85.7% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 11.66% | 21.38%-9.7pp | 205.93%-194.3pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,382 | $2,164+10.1% | $5,433-56.2% | $2,042+16.6% |
| Participant deferral / active EE | $3,738 | $2,303+62.3% | $4,939-24.3% | $3,169+17.9% |
| Admin fee / account holder | $57 | $455-87.4% | $13,880-99.6% | $479-88.0% |