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 | $257,212 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,437 | $56,095-29.7% | $178,490-77.9% | $90,288-56.3% |
| Participation rate | 56.6% | 65.6%-8.9pp | 81.9%-25.3pp | 73.4%-16.7pp |
| Annual return | 15.12% | 28.81%-13.7pp | 151.07%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $2,285 | $1,572+45.3% | $5,011-54.4% | $2,524-9.5% |
| Participant deferral / active EE | $1,690 | $2,669-36.7% | $5,202-67.5% | $4,232-60.1% |
| Admin fee / account holder | $136 | $101+35.3% | $13,984-99.0% | $114+19.4% |