Filed January 1, 2005 (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 | $23,956 |
VBA BENEFITS CORPORATION1 year Service code 99 · EIN 54-1741662 | Other Fees | $10,239 |
RELIANCE TRUST COMPANY6+ years Service code 64 · EIN 58-1428634 | Recordkeeping Fees | $9,517 |
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 | $63,931 | $136,307-53.1% | $177,821-64.0% | $73,488-13.0% |
| Participation rate | 89.9% | 86.1%+3.8pp | 87.7%+2.2pp | 70.7%+19.2pp |
| Annual return | 19.44% | 18.68%+0.8pp | 48.32%-28.9pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,832 | $3,712-50.6% | $5,918-69.0% | $2,270-19.3% |
| Participant deferral / active EE | $3,664 | $5,829-37.1% | $7,714-52.5% | $3,740-2.0% |
| Admin fee / account holder | $196 | $596-67.1% | $12,427-98.4% | $513-61.8% |