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 | $204,927 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,045 |
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 | $25,244 | $45,382-44.4% | $154,107-83.6% | $75,289-66.5% |
| Participation rate | 50.8% | 65.9%-15.1pp | 83.0%-32.2pp | 72.4%-21.6pp |
| Annual return | -5.74% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,971 | $1,533+28.6% | $5,298-62.8% | $2,405-18.1% |
| Participant deferral / active EE | $1,355 | $2,384-43.2% | $5,081-73.3% | $3,739-63.8% |
| Admin fee / account holder | $100 | $89+12.3% | $13,411-99.3% | $102-1.9% |