Filed March 27, 2019 (most recent of 3 filings on file)
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 8-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $194,868 |
VBA BENEFITS CORPORATION5 years Filed as: VBA BENEFITS CORPORTATION Service code 99 · EIN 54-1741662 | Other Fees | $115,179 |
WOLF & COMPANY, P.C.1 year Service code 10 1500 MAIN STREET · SPRINGFIELD, MA 01115 | Accounting | $45,000 |
WILLIAMS MULLEN1 year Filed as: WILLIAMS MULLEN CLARK & DOBBINS, PC Service code 10 · EIN 54-1246519 | Accounting | $5,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,445 | $102,204-33.0% | $145,661-53.0% | $85,563-20.0% |
| Participation rate | 94.9% | 70.6%+24.4pp | 77.2%+17.7pp | 66.0%+29.0pp |
| Annual return | 17.13% | 16.68%+0.4pp | 101.46%-84.3pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,048 | $3,600-15.3% | $4,238-28.1% | $2,654+14.9% |
| Participant deferral / active EE | $6,167 | $5,729+7.6% | $7,198-14.3% | $4,375+40.9% |
| Admin fee / account holder | $462 | $647-28.6% | $12,466-96.3% | $834-44.6% |