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 | $232,735 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,225 | $47,456-38.4% | $172,739-83.1% | $77,787-62.4% |
| Participation rate | 53.2% | 66.3%-13.1pp | 82.6%-29.5pp | 73.2%-20.1pp |
| Annual return | 21.67% | 35.57%-13.9pp | 802.84%-781.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $2,175 | $1,574+38.2% | $5,143-57.7% | $2,504-13.2% |
| Participant deferral / active EE | $1,488 | $2,560-41.9% | $5,198-71.4% | $3,967-62.5% |
| Admin fee / account holder | $102 | $81+26.4% | $13,954-99.3% | $100+2.2% |