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 |
|---|---|---|
VBA BENEFITS CORPORATION4 years Service code 64 · EIN 54-1741662 | Recordkeeping Fees | $61,545 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,360 | $130,194-54.4% | $169,993-65.1% | $71,457-16.9% |
| Participation rate | 97.7% | 86.1%+11.5pp | 87.0%+10.7pp | 67.9%+29.8pp |
| Annual return | 15.30% | 20.37%-5.1pp | 53.37%-38.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,779 | $4,381-36.6% | $6,785-59.0% | $2,588+7.4% |
| Participant deferral / active EE | $3,568 | $6,923-48.5% | $10,408-65.7% | $4,289-16.8% |
| Admin fee / account holder | $390 | $966-59.7% | $12,815-97.0% | $1,587-75.5% |