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 LLP1 year Filed as: CHERRY BEKEART LLP Service code 10 · EIN 56-0574444 P.O. BOX 1119 · LYNCHBURG, VA 24505 | Accounting | $13,200 |
E CRAIG YOUNG1 year Filed as: CRAIG RYDER Service code 25 4029 CREED ROAD · KITTY HAWK, NC 27949 | Directed Trustee | $10,283 |
FRANK G. DAVIDSON4+ years Service code 25 · EIN 22-7603121 P.O. BOX 798 · LYNCHBURG, VA 24505 | Directed Trustee | $9,000 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST Service code 28 · EIN 58-0446330 1010 MAIN STREET · LYNCHBURG, VA 24505 | Investment Management | $7,352 |
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 | $372,295 | $80,005+365.3% | $140,016+165.9% | $55,725+568.1% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.8pp |
| Annual return | 16.83% | 0.46%+16.4pp | 651.12%-634.3pp | 244.93%-228.1pp |
| Employer contribution / active EE | $16,868 | $3,403+395.7% | $5,606+200.9% | $2,078+711.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $134 | $116+16.2% | $10,705-98.7% | $115+16.7% |