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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $49,424 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 | Consulting Fees | $43,569 |
HOV SERVICES LLC1+ years Service code 15 · EIN 38-3388480 | Recordkeeping | $11,278 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,195 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,834 | $37,213-46.7% | $156,549-87.3% | $63,975-69.0% |
| Participation rate | 73.1% | 65.0%+8.1pp | 84.0%-10.9pp | 71.1%+2.0pp |
| Annual return | -1.04% | 47.89%-48.9pp | 32.23%-33.3pp | 48.65%-49.7pp |
| Employer contribution / active EE | $888 | $1,357-34.6% | $5,501-83.9% | $2,182-59.3% |
| Participant deferral / active EE | $994 | $2,070-52.0% | $4,871-79.6% | $3,356-70.4% |
| Admin fee / account holder | $49 | $56-12.6% | $13,027-99.6% | $70-30.1% |