See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITIONS FINANCE STRAGEGIES Service code 64 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $20,269 |
ESOP FIDUCIARIES4 years Service code 21 1690 ATLANTIC BEACH DRIVE · ATLANTIC BEACH, FL 32233 | Bank Trustee | $13,750 |
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 | $52,088 | $102,317-49.1% | $146,958-64.6% | $80,856-35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 2.04% | 134.76%-132.7pp | 418.34%-416.3pp | 35.59%-33.6pp |
| Employer contribution / active EE | $5,051 | $3,713+36.0% | $4,933+2.4% | $2,755+83.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $274 | $7,941-96.6% | $12,998-97.9% | $6,918-96.0% |