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 | $240,458 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,255 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,817 | $45,000-18.2% | $143,757-74.4% | $77,904-52.7% |
| Participation rate | 52.9% | 66.8%-14.0pp | 80.3%-27.4pp | 73.7%-20.8pp |
| Annual return | -15.12% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $2,487 | $1,870+33.0% | $4,951-49.8% | $2,848-12.7% |
| Participant deferral / active EE | $1,908 | $3,157-39.6% | $5,637-66.2% | $4,806-60.3% |
| Admin fee / account holder | $113 | $98+14.7% | $14,673-99.2% | $133-14.8% |