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 | $48,621 |
ADVANCED VALUATION ANALYTICS LTD10+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $22,041 |
SMITH LEONARD PLLC2 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 | $83,695 | $88,890-5.8% | $102,423-18.3% | $77,643+7.8% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 23.84% | 24.98%-1.1pp | 29.32%-5.5pp | 31.24%-7.4pp |
| Employer contribution / active EE | $130 | $2,698-95.2% | $3,023-95.7% | $2,726-95.2% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $82 | $235-65.3% | $9,451-99.1% | $430-81.0% |