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) | $76,047 |
VBA BENEFITS CORPORATION4 years Service code 99 · EIN 54-1741662 | Other Fees | $28,252 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,660 | $130,194-61.9% | $169,993-70.8% | $71,457-30.5% |
| Participation rate | 94.7% | 86.1%+8.5pp | 87.0%+7.7pp | 67.9%+26.7pp |
| Annual return | 17.44% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,321 | $4,381-47.0% | $6,785-65.8% | $2,588-10.3% |
| Participant deferral / active EE | $5,455 | $6,923-21.2% | $10,408-47.6% | $4,289+27.2% |
| Admin fee / account holder | $301 | $966-68.9% | $12,815-97.7% | $1,587-81.1% |