Filed November 9, 2015 (most recent of 3 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 |
|---|---|---|
CHERRY BEKAERT LLP2+ years Service code 10 · EIN 56-0574444 P.O. BOX 1119 · LYNCHBURG, VA 24505 | Accounting | $12,400 |
FRANK G. DAVIDSON2+ years Service code 25 · EIN 22-7603121 P.O. BOX 798 · LYNCHBURG, VA 24505 | Directed Trustee | $9,000 |
THE COLONY GROUP LLC2+ years Service code 28 · EIN 56-0574444 | Investment Management | $8,312 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST Service code 28 · EIN 58-0446330 1010 MAIN STREET · LYNCHBURG, VA 24505 | Investment Management | $6,125 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,201 | $71,802+334.8% | $133,980+133.0% | $57,658+441.5% |
| Participation rate | 99.6% | 85.5%+14.1pp | 87.1%+12.6pp | 70.2%+29.4pp |
| Annual return | 14.31% | 13.51%+0.8pp | 29.30%-15.0pp | 5.13%+9.2pp |
| Employer contribution / active EE | $13,455 | $3,161+325.6% | $5,211+158.2% | $1,974+581.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $132 | $88+50.9% | $9,324-98.6% | $95+40.0% |