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 | $43,895 |
ADVANCED VALUATION ANALYTICS LTD9+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $21,108 |
SMITH LEONARD PLLC1 year 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 | $67,030 | $99,078-32.3% | $96,544-30.6% | $74,419-9.9% |
| Participation rate | 99.0% | 80.7%+18.3pp | 76.0%+23.1pp | 70.7%+28.3pp |
| Annual return | 41.87% | 22.48%+19.4pp | 25.84%+16.0pp | 34.38%+7.5pp |
| Employer contribution / active EE | $114 | $2,570-95.6% | $2,965-96.2% | $2,637-95.7% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $73 | $225-67.5% | $8,252-99.1% | $348-79.0% |