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 | $62,345 |
VBA BENEFITS CORPORATION2 years Service code 99 · EIN 54-0228860 | Other Fees | $17,748 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,362 | $121,341-70.9% | $189,513-81.3% | $79,386-55.5% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.8%+9.4pp | 70.7%+26.5pp |
| Annual return | 13.20% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,735 | $3,915-55.7% | $6,162-71.8% | $2,427-28.5% |
| Participant deferral / active EE | $2,719 | $6,395-57.5% | $8,221-66.9% | $4,046-32.8% |
| Admin fee / account holder | $268 | $651-58.9% | $12,045-97.8% | $626-57.3% |