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 CONSULTANTS6+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $86,354 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $14,500 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 | Plan Administrator | $13,714 |
GORDON FEINBLATT LLC6+ years Service code 29 · EIN 52-0627715 | Legal | $6,539 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$44,840 |
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 | $178,071 | $69,362+156.7% | $101,248+75.9% | $73,488+142.3% |
| Participation rate | 91.0% | 68.4%+22.6pp | 75.8%+15.2pp | 70.7%+20.3pp |
| Annual return | 18.41% | 18.46%-0.1pp | 46.47%-28.1pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,737 | $2,628+42.2% | $3,660+2.1% | $2,270+64.6% |
| Participant deferral / active EE | $8,300 | $3,300+151.5% | $4,370+89.9% | $3,740+121.9% |
| Admin fee / account holder | $274 | $704-61.0% | $5,945-95.4% | $513-46.5% |