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 10-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 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,928 | $83,884-63.1% | $64,056-51.7% | $74,419-58.4% |
| Participation rate | 45.9% | 76.6%-30.8pp | 72.3%-26.4pp | 70.7%-24.9pp |
| Annual return | 16.52% | 16.57%-0.1pp | 33.69%-17.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $953 | $3,084-69.1% | $2,747-65.3% | $2,637-63.9% |
| Participant deferral / active EE | $2,025 | $3,692-45.1% | $3,880-47.8% | $4,528-55.3% |
| Admin fee / account holder | $38 | $196-80.6% | $3,068-98.8% | $348-89.1% |