See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $26,433 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,122 |
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 | $84,487 | $47,078+79.5% | $100,671-16.1% | $55,191+53.1% |
| Participation rate | 88.4% | 58.0%+30.4pp | 70.7%+17.7pp | 69.2%+19.2pp |
| Annual return | 0.93% | 0.65%+0.3pp | 20.43%-19.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,394 | $1,065+312.4% | $4,012+9.5% | $1,899+131.4% |
| Participant deferral / active EE | $3,946 | $2,038+93.6% | $3,144+25.5% | $3,046+29.5% |
| Admin fee / account holder | $27 | $153-82.6% | $4,850-99.5% | $91-70.6% |