Filed December 14, 2015
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 TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $33,099 |
ADVANCED VALUATION ANALYTICS LTD8+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $20,224 |
WHISNANT & COMPANY, LLP8+ years Service code 10 · EIN 56-1084523 | Accounting | $15,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,660 | $72,254-28.5% | $86,677-40.4% | $64,808-20.3% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | 28.22% | 392.42%-364.2pp | 35.91%-7.7pp | 32.82%-4.6pp |
| Employer contribution / active EE | $121 | $2,393-94.9% | $2,836-95.7% | $2,506-95.2% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $62 | $174-64.3% | $7,493-99.2% | $188-66.9% |