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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $101,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,764 | $39,909+157.5% | $78,778+30.4% | $80,976+26.9% |
| Participation rate | 96.6% | 55.7%+40.8pp | 69.2%+27.4pp | 68.3%+28.3pp |
| Annual return | 13.92% | 23.47%-9.5pp | 35.62%-21.7pp | 22.91%-9.0pp |
| Employer contribution / active EE | $582 | $778-25.2% | $1,986-70.7% | $2,402-75.8% |
| Participant deferral / active EE | $0 | $1,359-100.0% | $2,958-100.0% | $3,848-100.0% |
| Admin fee / account holder | $5 | $50-89.0% | $5,134-99.9% | $67-91.9% |