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 | $46,884 |
VBA BENEFITS CORPORATION4 years Service code 99 · EIN 54-1741662 | Other Fees | $20,854 |
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 | $48,974 | $130,194-62.4% | $169,993-71.2% | $71,457-31.5% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.0%+5.6pp | 67.9%+24.7pp |
| Annual return | 16.03% | 20.37%-4.3pp | 53.37%-37.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,857 | $4,381-57.6% | $6,785-72.6% | $2,588-28.2% |
| Participant deferral / active EE | $3,894 | $6,923-43.8% | $10,408-62.6% | $4,289-9.2% |
| Admin fee / account holder | $349 | $966-63.8% | $12,815-97.3% | $1,587-78.0% |