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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years 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.
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 | $33,573 | $91,762-63.4% | $67,502-50.3% | $77,643-56.8% |
| Participation rate | 51.4% | 75.9%-24.5pp | 72.9%-21.5pp | 70.6%-19.2pp |
| Annual return | 12.74% | 14.87%-2.1pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,015 | $3,181-68.1% | $2,731-62.8% | $2,726-62.7% |
| Participant deferral / active EE | $1,991 | $3,903-49.0% | $4,000-50.2% | $4,647-57.2% |
| Admin fee / account holder | $48 | $176-72.6% | $3,998-98.8% | $430-88.8% |