Filed January 30, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $88,818 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,934 | $46,292+31.6% | $143,757-57.6% | $64,808-6.0% |
| Participation rate | 77.2% | 64.2%+13.0pp | 80.3%-3.1pp | 71.5%+5.7pp |
| Annual return | 4.49% | -10.05%+14.5pp | -0.04%+4.5pp | 32.82%-28.3pp |
| Employer contribution / active EE | $2,588 | $1,910+35.5% | $4,951-47.7% | $2,506+3.3% |
| Participant deferral / active EE | $4,929 | $2,646+86.3% | $5,637-12.6% | $4,310+14.4% |
| Admin fee / account holder | $213 | $154+38.4% | $14,673-98.5% | $188+13.4% |