Filed April 28, 1998 (most recent of 2 filings on file)
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: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $64,421 |
VBA BENEFITS CORPORATION2 years Service code 99 · EIN 54-0132390 | Other Fees | $23,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,862 | $121,341-39.1% | $189,513-61.0% | $79,386-7.0% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.8%+5.2pp | 70.7%+22.3pp |
| Annual return | 10.75% | 21.08%-10.3pp | 555.15%-544.4pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,543 | $3,915-60.6% | $6,162-75.0% | $2,427-36.4% |
| Participant deferral / active EE | $3,046 | $6,395-52.4% | $8,221-62.9% | $4,046-24.7% |
| Admin fee / account holder | $463 | $651-28.8% | $12,045-96.2% | $626-26.0% |