Filed December 7, 2005 (most recent of 2 filings on file)
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, INC Service code 15 · EIN 13-4238973 | Recordkeeping | $81,731 |
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 | $159,671 | $110,299+44.8% | $102,423+55.9% | $199,593-20.0% |
| Participation rate | 99.4% | 86.3%+13.2pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 10.72% | 35.73%-25.0pp | 29.32%-18.6pp | 34.25%-23.5pp |
| Employer contribution / active EE | $1,883 | $3,603-47.7% | $3,023-37.7% | $3,034-37.9% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $56 | $122-54.2% | $9,451-99.4% | $269-79.1% |