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 26 · EIN 71-0294708 | Advisory (Participants) | $46,195 |
VBA BENEFITS CORPORATION3 years Service code 99 · EIN 54-1741662 | Other Fees | $26,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,858 | $102,553-58.2% | $151,611-71.7% | $66,914-36.0% |
| Participation rate | 94.5% | 85.5%+9.0pp | 87.5%+7.0pp | 69.8%+24.7pp |
| Annual return | -16.54% | -10.82%-5.7pp | 3.33%-19.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,351 | $4,180-43.8% | $6,166-61.9% | $2,544-7.6% |
| Participant deferral / active EE | $5,296 | $6,641-20.2% | $8,363-36.7% | $4,237+25.0% |
| Admin fee / account holder | $299 | $630-52.6% | $11,616-97.4% | $593-49.7% |