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 26 · EIN 71-0294708 | Advisory (Participants) | $64,152 |
VBA BENEFITS CORPORATION3 years Service code 99 · EIN 54-1741662 | Other Fees | $17,685 |
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 | $33,142 | $102,553-67.7% | $151,611-78.1% | $66,914-50.5% |
| Participation rate | 89.1% | 85.5%+3.6pp | 87.5%+1.6pp | 69.8%+19.3pp |
| Annual return | -15.50% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,714 | $4,180-59.0% | $6,166-72.2% | $2,544-32.6% |
| Participant deferral / active EE | $2,783 | $6,641-58.1% | $8,363-66.7% | $4,237-34.3% |
| Admin fee / account holder | $283 | $630-55.1% | $11,616-97.6% | $593-52.4% |