Filed January 9, 2006
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 |
|---|---|---|
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD SUITE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $4,404 |
BENEFIT SOLUTIONS INC2 years Filed as: BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $2,194 |
Filed as: EMPOWER ADVISORY GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,025 |
Filed as: EMPOWER ANNUITY INS CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $360 |
BENEFIT SOLUTIONS INC7 years Service code 13 · EIN 51-0439960 1400 SIXTH AVENUE · HUNTINGTON, WV 25701 | Contract Administrator | -$1,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,250 | $122,239-13.9% | $184,203-42.9% | $74,495+41.3% |
| Participation rate | 83.1% | 85.5%-2.4pp | 86.8%-3.7pp | 67.2%+15.9pp |
| Annual return | 17.18% | 19.95%-2.8pp | 28.81%-11.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,058 | $4,537-32.6% | $6,427-52.4% | $2,623+16.6% |
| Participant deferral / active EE | $4,187 | $7,139-41.3% | $9,131-54.1% | $4,346-3.6% |
| Admin fee / account holder | -$18 | $1,260-101.5% | $13,901-100.1% | $1,942-101.0% |