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 9-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 19 · EIN 74-1625348 2929 ALLEN PARKWAY L6-20 · HOUSTON, TN 77019 | Securities Custodian | $17,353 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,581 | $50,815-39.8% | $155,509-80.3% | $77,643-60.6% |
| Participation rate | 25.2% | 63.1%-37.9pp | 78.2%-53.0pp | 70.6%-45.4pp |
| Annual return | 18.03% | 34.80%-16.8pp | 64.67%-46.6pp | 31.24%-13.2pp |
| Employer contribution / active EE | $487 | $1,993-75.6% | $4,672-89.6% | $2,726-82.1% |
| Participant deferral / active EE | $1,624 | $2,822-42.5% | $5,626-71.1% | $4,647-65.1% |
| Admin fee / account holder | $77 | $437-82.4% | $15,912-99.5% | $430-82.2% |