Filed October 5, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: BLUE RIDGE ASSOCIATES Service code 13 530 W SPRING ST · COLUMBUS, OH 43215 | Contract Administrator | $14,709 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,339,370 | $128,899+939.1% | $113,168+1083.5% | $102,872+1202.0% |
| Participation rate | 98.0% | 87.0%+11.0pp | 76.6%+21.4pp | 73.0%+25.0pp |
| Annual return | 21.17% | 15.88%+5.3pp | 24.27%-3.1pp | 19.06%+2.1pp |
| Employer contribution / active EE | $27,769 | $3,713+647.9% | $2,975+833.4% | $3,526+687.5% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $9 | $129-93.3% | $12,068-99.9% | $292-97.0% |