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 LLP3+ years Service code 10 · EIN 56-0574444 P.O. BOX 1119 · LYNCHBURG, VA 24505 | Accounting | $12,800 |
FRANK G. DAVIDSON3+ years Service code 25 · EIN 22-7603121 P.O. BOX 798 · LYNCHBURG, VA 24505 | Directed Trustee | $9,000 |
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 | $339,991 | $81,537+317.0% | $149,718+127.1% | $69,631+388.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 15.52% | 22.79%-7.3pp | 1501.63%-1486.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $13,708 | $3,239+323.2% | $5,445+151.8% | $2,032+574.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $92 | $107-13.5% | $11,283-99.2% | $110-16.3% |