Filed June 30, 2014
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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS3+ years Service code 16 · EIN 52-1788440 | Consulting | $36,540 |
GORDON FEINBLATT LLC3+ years Service code 29 · EIN 52-0627715 | Legal | $13,570 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 | Plan Administrator | $8,089 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 25 · EIN 04-2647786 | Directed Trustee | $4,247 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $155,229 | $58,726+164.3% | $92,233+68.3% | $62,292+149.2% |
| Participation rate | 84.1% | 68.3%+15.8pp | 76.5%+7.6pp | 69.5%+14.6pp |
| Annual return | 19.66% | 43.62%-24.0pp | 176.28%-156.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,483 | $2,392-38.0% | $3,679-59.7% | $2,042-27.4% |
| Participant deferral / active EE | $6,508 | $2,766+135.3% | $3,897+67.0% | $3,169+105.4% |
| Admin fee / account holder | $416 | $556-25.2% | $5,194-92.0% | $479-13.1% |