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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $39,202 |
VBA BENEFITS CORPORATION3 years Service code 99 · EIN 54-1741662 | Other Fees | $21,595 |
Participant 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,051 | $102,553-40.5% | $151,611-59.7% | $66,914-8.8% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -16.26% | -10.82%-5.4pp | 3.33%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,764 | $4,180-33.9% | $6,166-55.2% | $2,544+8.6% |
| Participant deferral / active EE | $3,388 | $6,641-49.0% | $8,363-59.5% | $4,237-20.0% |
| Admin fee / account holder | $416 | $630-33.9% | $11,616-96.4% | $593-29.8% |