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 CONSULTANTS4+ years Service code 16 · EIN 52-1788440 | Consulting | $34,819 |
GORDON FEINBLATT LLC4+ years Service code 29 · EIN 52-0627715 | Legal | $15,926 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 | Plan Administrator | $4,760 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,981 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $137,460 | $55,449+147.9% | $83,848+63.9% | $56,287+144.2% |
| Participation rate | 85.7% | 68.0%+17.6pp | 76.1%+9.5pp | 69.9%+15.8pp |
| Annual return | -2.57% | -1.38%-1.2pp | 850.88%-853.5pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,478 | $2,430-39.2% | $3,631-59.3% | $2,111-30.0% |
| Participant deferral / active EE | $7,006 | $2,935+138.7% | $4,082+71.6% | $3,350+109.1% |
| Admin fee / account holder | $238 | $656-63.8% | $5,478-95.7% | $521-54.4% |