Filed March 27, 2019 (most recent of 3 filings on file)
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 8-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $76,700 |
VBA BENEFITS CORPORATION3+ years Service code 99 · EIN 54-1741662 | Other Fees | $24,010 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,165 | $82,093-31.6% | $379,746-85.2% | $73,409-23.5% |
| Participation rate | 86.3% | 76.8%+9.5pp | 78.4%+7.9pp | 72.2%+14.1pp |
| Annual return | 11.49% | 18.89%-7.4pp | 34.90%-23.4pp | 59.29%-47.8pp |
| Employer contribution / active EE | $2,092 | $2,847-26.5% | $3,540-40.9% | $2,234-6.3% |
| Participant deferral / active EE | $3,599 | $4,697-23.4% | $6,024-40.3% | $3,805-5.4% |
| Admin fee / account holder | $155 | $128+21.6% | $7,927-98.0% | $158-1.7% |