Filed October 18, 2004 (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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,104 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,909 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,075 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,259 | $99,985-61.7% | $146,665-73.9% | $85,850-55.4% |
| Participation rate | 97.0% | 73.1%+23.9pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | 10.30% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $3,668 | $2,559+43.4% | $4,136-11.3% | $2,565+43.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,866 | $7,702+2.1% | $10,280-23.5% | $6,260+25.7% |