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) | $49,219 |
VBA BENEFITS CORPORATION4 years Service code 99 · EIN 54-1741662 | Other Fees | $19,864 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,714 | $130,194-66.4% | $169,993-74.3% | $71,457-38.8% |
| Participation rate | 89.6% | 86.1%+3.4pp | 87.0%+2.6pp | 67.9%+21.7pp |
| Annual return | 15.81% | 20.37%-4.6pp | 53.37%-37.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,876 | $4,381-57.2% | $6,785-72.3% | $2,588-27.5% |
| Participant deferral / active EE | $2,921 | $6,923-57.8% | $10,408-71.9% | $4,289-31.9% |
| Admin fee / account holder | $326 | $966-66.2% | $12,815-97.5% | $1,587-79.4% |