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 | $234,501 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,890 |
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 | $41,859 | $50,127-16.5% | $149,673-72.0% | $80,160-47.8% |
| Participation rate | 54.0% | 64.3%-10.3pp | 78.8%-24.8pp | 72.9%-19.0pp |
| Annual return | 16.99% | 29.82%-12.8pp | 134.42%-117.4pp | 40.38%-23.4pp |
| Employer contribution / active EE | $2,446 | $1,865+31.2% | $4,818-49.2% | $2,978-17.9% |
| Participant deferral / active EE | $1,971 | $3,194-38.3% | $5,680-65.3% | $5,017-60.7% |
| Admin fee / account holder | $102 | $153-33.2% | $13,210-99.2% | $145-29.6% |