Filed October 9, 2013
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $177,986 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $22,442 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,533 | $37,044+60.7% | $71,796-17.1% | $57,658+3.3% |
| Participation rate | 92.4% | 61.1%+31.3pp | 69.1%+23.3pp | 70.2%+22.2pp |
| Annual return | 0.96% | 12.64%-11.7pp | 78.04%-77.1pp | 5.13%-4.2pp |
| Employer contribution / active EE | $1,994 | $720+176.9% | $1,924+3.6% | $1,974+1.0% |
| Participant deferral / active EE | $3,322 | $1,974+68.3% | $2,794+18.9% | $3,061+8.5% |
| Admin fee / account holder | $263 | $101+160.9% | $4,815-94.5% | $95+178.6% |