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 | $134,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,355 | $100,179+21.1% | $84,015+44.4% | $89,569+35.5% |
| Participation rate | 95.9% | 54.1%+41.7pp | 69.0%+26.8pp | 69.6%+26.3pp |
| Annual return | 32.10% | 22.50%+9.6pp | 71.31%-39.2pp | 34.56%-2.5pp |
| Employer contribution / active EE | $482 | $816-41.0% | $1,983-75.7% | $2,584-81.4% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,220-100.0% |
| Admin fee / account holder | $6 | $72-92.1% | $6,101-99.9% | $72-92.1% |