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 26 · EIN 71-0294708 | Advisory (Participants) | $60,050 |
VBA BENEFITS CORPORATION5 years Service code 99 · EIN 54-1741662 | Other Fees | $26,053 |
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 | $61,977 | $122,239-49.3% | $184,203-66.4% | $74,495-16.8% |
| Participation rate | 96.7% | 85.5%+11.2pp | 86.8%+9.8pp | 67.2%+29.5pp |
| Annual return | 25.59% | 19.95%+5.6pp | 28.81%-3.2pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $1,767 | $4,537-61.1% | $6,427-72.5% | $2,623-32.6% |
| Participant deferral / active EE | $4,180 | $7,139-41.5% | $9,131-54.2% | $4,346-3.8% |
| Admin fee / account holder | $433 | $1,260-65.7% | $13,901-96.9% | $1,942-77.7% |