Filed February 1, 2006
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $96,479 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 34-1542819 | Bank Trustee | $74,715 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,533 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,078 | $49,468-45.3% | $150,298-82.0% | $103,975-74.0% |
| Participation rate | 96.7% | 58.1%+38.6pp | 77.8%+18.9pp | 72.5%+24.2pp |
| Annual return | 4.00% | 38.98%-35.0pp | 62.79%-58.8pp | 19.41%-15.4pp |
| Employer contribution / active EE | $1,141 | $1,670-31.7% | $4,154-72.5% | $3,722-69.4% |
| Participant deferral / active EE | $2,885 | $2,650+8.9% | $5,453-47.1% | $5,343-46.0% |
| Admin fee / account holder | $48 | $385-87.4% | $14,116-99.7% | $332-85.5% |