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) | $77,357 |
VBA BENEFITS CORPORATION5 years Service code 99 · EIN 54-1741662 | Other Fees | $27,670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,803 | $122,239-56.8% | $184,203-71.3% | $74,495-29.1% |
| Participation rate | 95.6% | 85.5%+10.1pp | 86.8%+8.7pp | 67.2%+28.4pp |
| Annual return | 11.33% | 19.95%-8.6pp | 28.81%-17.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,280 | $4,537-49.7% | $6,427-64.5% | $2,623-13.1% |
| Participant deferral / active EE | $5,092 | $7,139-28.7% | $9,131-44.2% | $4,346+17.2% |
| Admin fee / account holder | $368 | $1,260-70.8% | $13,901-97.4% | $1,942-81.0% |