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 | $60,638 |
VBA BENEFITS CORPORATION9+ years Service code 99 · EIN 54-1741662 | Other Fees | $36,795 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,041 | $130,194-39.3% | $169,993-53.5% | $71,457+10.6% |
| Participation rate | 80.4% | 86.1%-5.8pp | 87.0%-6.6pp | 67.9%+12.5pp |
| Annual return | 13.92% | 20.37%-6.4pp | 53.37%-39.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,133 | $4,381-51.3% | $6,785-68.6% | $2,588-17.6% |
| Participant deferral / active EE | $3,209 | $6,923-53.6% | $10,408-69.2% | $4,289-25.2% |
| Admin fee / account holder | $462 | $966-52.2% | $12,815-96.4% | $1,587-70.9% |