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 | $30,905 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,897 |
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 | $60,489 | $47,977+26.1% | $154,107-60.7% | $56,287+7.5% |
| Participation rate | 84.5% | 66.2%+18.4pp | 83.0%+1.5pp | 69.9%+14.7pp |
| Annual return | 10.31% | 3.54%+6.8pp | 735.12%-724.8pp | -9.96%+20.3pp |
| Employer contribution / active EE | $2,288 | $2,169+5.5% | $5,298-56.8% | $2,111+8.4% |
| Participant deferral / active EE | $3,647 | $2,392+52.5% | $5,081-28.2% | $3,350+8.9% |
| Admin fee / account holder | $123 | $438-71.9% | $13,411-99.1% | $521-76.4% |