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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $60,308 |
VBA BENEFITS CORPORATION8+ years Service code 99 · EIN 54-1741662 | Other Fees | $28,747 |
Filed as: YOUNT HYDE AND BARBOUR PC Service code 99 · EIN 11-1000111 | Other Fees | $6,335 |
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.)
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 | $68,840 | $102,553-32.9% | $151,611-54.6% | $66,914+2.9% |
| Participation rate | 86.0% | 85.5%+0.5pp | 87.5%-1.5pp | 69.8%+16.2pp |
| Annual return | -13.99% | -10.82%-3.2pp | 3.33%-17.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,963 | $4,180-53.0% | $6,166-68.2% | $2,544-22.9% |
| Participant deferral / active EE | $3,004 | $6,641-54.8% | $8,363-64.1% | $4,237-29.1% |
| Admin fee / account holder | $456 | $630-27.5% | $11,616-96.1% | $593-23.1% |