Filed September 25, 1992
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 | $17,368 |
RELIANCE TRUST COMPANY1 year Service code 64 · EIN 58-1428634 | Recordkeeping Fees | $6,328 |
VBA BENEFITS CORPORATION1 year Service code 99 · EIN 54-1741662 | Other Fees | $5,893 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,735 | $136,307-78.2% | $177,821-83.3% | $73,488-59.5% |
| Participation rate | 91.2% | 86.1%+5.1pp | 87.7%+3.5pp | 70.7%+20.6pp |
| Annual return | 15.54% | 18.68%-3.1pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,073 | $3,712-44.2% | $5,918-65.0% | $2,270-8.7% |
| Participant deferral / active EE | $2,407 | $5,829-58.7% | $7,714-68.8% | $3,740-35.6% |
| Admin fee / account holder | $106 | $596-82.2% | $12,427-99.1% | $513-79.3% |