Filed January 11, 2013
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 | $10,845 |
VBA BENEFITS CORPORATION1 year Service code 99 · EIN 54-1741662 | Other Fees | $6,172 |
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 | $53,598 | $136,307-60.7% | $177,821-69.9% | $73,488-27.1% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.7%+6.6pp | 70.7%+23.7pp |
| Annual return | 13.86% | 18.68%-4.8pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,712 | $3,712-53.9% | $5,918-71.1% | $2,270-24.6% |
| Participant deferral / active EE | $3,715 | $5,829-36.3% | $7,714-51.8% | $3,740-0.7% |
| Admin fee / account holder | $193 | $596-67.7% | $12,427-98.5% | $513-62.5% |