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 | $47,988 |
VBA BENEFITS CORPORATION2 years Service code 99 · EIN 54-0208040 | Other Fees | $28,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,893 | $121,341-55.6% | $189,513-71.6% | $79,386-32.1% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.8%+5.4pp | 70.7%+22.5pp |
| Annual return | 18.16% | 21.08%-2.9pp | 555.15%-537.0pp | 116.85%-98.7pp |
| Employer contribution / active EE | $2,158 | $3,915-44.9% | $6,162-65.0% | $2,427-11.1% |
| Participant deferral / active EE | $4,666 | $6,395-27.0% | $8,221-43.2% | $4,046+15.3% |
| Admin fee / account holder | $326 | $651-49.9% | $12,045-97.3% | $626-47.9% |