Filed March 1, 2006
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 |
|---|---|---|
RELIANCE TRUST COMPANY4+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $6,327 |
VBA BENEFITS CORPORATION4+ years Service code 14 · EIN 54-1741662 | Plan Administrator | $6,052 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,917 | $79,523-33.5% | $140,016-62.2% | $56,287-6.0% |
| Participation rate | 93.6% | 85.7%+7.9pp | 87.5%+6.1pp | 69.9%+23.7pp |
| Annual return | -4.58% | 2.39%-7.0pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,800 | $3,350-46.3% | $5,606-67.9% | $2,111-14.7% |
| Participant deferral / active EE | $2,614 | $5,129-49.0% | $6,927-62.3% | $3,350-22.0% |
| Admin fee / account holder | $56 | $614-90.8% | $10,705-99.5% | $521-89.2% |