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 | $65,563 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,648 |
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 | $55,581 | $52,293+6.3% | $178,490-68.9% | $73,409-24.3% |
| Participation rate | 82.0% | 65.3%+16.6pp | 81.9%+0.1pp | 72.2%+9.8pp |
| Annual return | -2.41% | 34.75%-37.2pp | 151.07%-153.5pp | 59.29%-61.7pp |
| Employer contribution / active EE | $1,967 | $1,735+13.3% | $5,011-60.7% | $2,234-11.9% |
| Participant deferral / active EE | $3,443 | $2,332+47.6% | $5,202-33.8% | $3,805-9.5% |
| Admin fee / account holder | $203 | $127+59.2% | $13,984-98.6% | $158+28.4% |