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 CONSULTANTS5+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $37,063 |
GORDON FEINBLATT LLC5+ years Service code 29 · EIN 52-0627715 | Legal | $24,089 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 | Plan Administrator | $4,584 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $2,637 |
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 | $167,221 | $63,114+164.9% | $92,893+80.0% | $65,185+156.5% |
| Participation rate | 80.8% | 68.8%+12.0pp | 76.0%+4.7pp | 70.2%+10.6pp |
| Annual return | 28.90% | 28.75%+0.1pp | 109.41%-80.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $3,114 | $2,571+21.1% | $3,653-14.8% | $2,177+43.0% |
| Participant deferral / active EE | $7,381 | $3,108+137.5% | $4,236+74.2% | $3,514+110.1% |
| Admin fee / account holder | $316 | $624-49.3% | $5,794-94.5% | $847-62.7% |