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) | $58,253 |
VBA BENEFITS CORPORATION5 years Service code 99 · EIN 54-1741662 | Other Fees | $23,623 |
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 | $47,727 | $122,239-61.0% | $184,203-74.1% | $74,495-35.9% |
| Participation rate | 81.9% | 85.5%-3.6pp | 86.8%-5.0pp | 67.2%+14.7pp |
| Annual return | 14.14% | 19.95%-5.8pp | 28.81%-14.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,738 | $4,537-61.7% | $6,427-73.0% | $2,623-33.7% |
| Participant deferral / active EE | $2,872 | $7,139-59.8% | $9,131-68.6% | $4,346-33.9% |
| Admin fee / account holder | $369 | $1,260-70.7% | $13,901-97.3% | $1,942-81.0% |