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 | $53,765 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 | Consulting Fees | $34,025 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $1,542 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,718 | $44,989-58.4% | $170,442-89.0% | $77,958-76.0% |
| Participation rate | 83.1% | 64.6%+18.5pp | 83.6%-0.5pp | 71.6%+11.5pp |
| Annual return | 9.89% | 19.61%-9.7pp | 205.93%-196.0pp | 20.87%-11.0pp |
| Employer contribution / active EE | $887 | $1,466-39.5% | $5,433-83.7% | $2,310-61.6% |
| Participant deferral / active EE | $1,043 | $2,208-52.8% | $4,939-78.9% | $3,537-70.5% |
| Admin fee / account holder | $37 | $69-46.2% | $13,880-99.7% | $97-61.9% |