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 26 · EIN 71-0294708 | Advisory (Participants) | $69,542 |
VBA BENEFITS CORPORATION10+ years Service code 99 · EIN 54-1741662 | Other Fees | $40,999 |
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 | $78,610 | $122,239-35.7% | $184,203-57.3% | $74,495+5.5% |
| Participation rate | 97.6% | 85.5%+12.1pp | 86.8%+10.8pp | 67.2%+30.4pp |
| Annual return | 11.51% | 19.95%-8.4pp | 28.81%-17.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,312 | $4,537-49.0% | $6,427-64.0% | $2,623-11.8% |
| Participant deferral / active EE | $3,505 | $7,139-50.9% | $9,131-61.6% | $4,346-19.4% |
| Admin fee / account holder | $479 | $1,260-62.0% | $13,901-96.6% | $1,942-75.4% |