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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 FINANCIAL ADVISORS Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,333 | $47,977-74.3% | $154,107-92.0% | $56,287-78.1% |
| Participation rate | 40.0% | 66.2%-26.2pp | 83.0%-43.0pp | 69.9%-29.9pp |
| Annual return | -7.57% | 3.54%-11.1pp | 735.12%-742.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $522 | $2,169-75.9% | $5,298-90.1% | $2,111-75.3% |
| Participant deferral / active EE | $1,677 | $2,392-29.9% | $5,081-67.0% | $3,350-49.9% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |