Filed April 28, 2006 (most recent of 2 filings on file)
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 | $167,141 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,684 | $44,989-40.7% | $170,442-84.3% | $77,958-65.8% |
| Participation rate | 49.5% | 64.6%-15.1pp | 83.6%-34.0pp | 71.6%-22.1pp |
| Annual return | 15.24% | 19.61%-4.4pp | 205.93%-190.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $2,010 | $1,466+37.1% | $5,433-63.0% | $2,310-13.0% |
| Participant deferral / active EE | $1,283 | $2,208-41.9% | $4,939-74.0% | $3,537-63.7% |
| Admin fee / account holder | $89 | $69+29.7% | $13,880-99.4% | $97-8.1% |