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 | $45,826 |
VBA BENEFITS CORPORATION2 years Service code 99 · EIN 54-0211100 | Other Fees | $20,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,597 | $121,341-56.7% | $189,513-72.2% | $79,386-33.7% |
| Participation rate | 86.0% | 86.1%-0.1pp | 87.8%-1.8pp | 70.7%+15.3pp |
| Annual return | 28.35% | 21.08%+7.3pp | 555.15%-526.8pp | 116.85%-88.5pp |
| Employer contribution / active EE | $1,536 | $3,915-60.8% | $6,162-75.1% | $2,427-36.7% |
| Participant deferral / active EE | $3,524 | $6,395-44.9% | $8,221-57.1% | $4,046-12.9% |
| Admin fee / account holder | $370 | $651-43.2% | $12,045-96.9% | $626-40.9% |