Filed March 15, 2006
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 CORPORATION11+ years Service code 49 · EIN 54-1741662 | Other Services | $32,996 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $19,375 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 2.1%-2.1pp |
| Annual return | 13.17% | 9.01%+4.2pp | 44.37%-31.2pp | 9.16%+4.0pp |
| Employer contribution / active EE | $4,739 | $12,829-63.1% | $36,004-86.8% | $19,955-76.2% |
| Participant deferral / active EE | $0 | $758-100.0% | $159-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |