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 | $405,775 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT FINANCIAL Service code 21 · EIN 62-1437218 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $204,184 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 331 WEST THIRD STREET SUITE 200 · DAVENPORT, IA 52801 | Accounting | $33,075 |
BALLARD SPAHR LLP1 year Service code 29 1735 MARKET STREET, 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $24,354 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,511 | $48,464+152.8% | $90,951+34.7% | $106,222+15.3% |
| Participation rate | 95.7% | 53.1%+42.6pp | 69.0%+26.7pp | 70.8%+24.9pp |
| Annual return | 12.38% | 16.72%-4.3pp | 134.60%-122.2pp | 21.69%-9.3pp |
| Employer contribution / active EE | $2 | $939-99.8% | $2,122-99.9% | $2,723-99.9% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,600-100.0% |
| Admin fee / account holder | $27 | $58-54.0% | $5,959-99.6% | $78-66.0% |