Filed May 17, 2000
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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $920,417 |
ARGENT TRUST COMPANY5 years Filed as: ARGENT FINANCIAL Service code 21 · EIN 62-1437218 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $656,473 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 331 WEST THIRD STREET SUITE 200 · DAVENPORT, IA 52801 | Accounting | $41,378 |
BALLARD SPAHR LLP5 years Service code 29 1735 MARKET STREET, 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $21,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,555 | $57,150+165.2% | $93,654+61.8% | $106,408+42.4% |
| Participation rate | 68.9% | 49.1%+19.8pp | 68.7%+0.2pp | 69.9%-1.0pp |
| Annual return | 10.33% | 15.81%-5.5pp | 133.34%-123.0pp | 17.37%-7.0pp |
| Employer contribution / active EE | $0 | $1,015-100.0% | $2,421-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,413-100.0% | $5,567-100.0% |
| Admin fee / account holder | $45 | $64-30.2% | $8,282-99.5% | $79-43.2% |