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 | $69,962 |
VBA BENEFITS CORPORATION5 years Service code 99 · EIN 54-1741662 | Other Fees | $24,681 |
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.
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 | $68,332 | $122,239-44.1% | $184,203-62.9% | $74,495-8.3% |
| Participation rate | 98.4% | 85.5%+13.0pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 11.56% | 19.95%-8.4pp | 28.81%-17.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,914 | $4,537-57.8% | $6,427-70.2% | $2,623-27.0% |
| Participant deferral / active EE | $3,917 | $7,139-45.1% | $9,131-57.1% | $4,346-9.9% |
| Admin fee / account holder | $440 | $1,260-65.1% | $13,901-96.8% | $1,942-77.3% |