Filed October 27, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $115,208 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 49 | Other Services | $15,794 |
Service code 49 · EIN 13-4238973 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,943 | $120,450-58.5% | $159,436-68.7% | $93,030-46.3% |
| Participation rate | 46.0% | 78.0%-32.0pp | 82.8%-36.9pp | 73.9%-28.0pp |
| Annual return | 18.86% | 27.11%-8.2pp | 263.57%-244.7pp | 158.70%-139.8pp |
| Employer contribution / active EE | $579 | $3,526-83.6% | $4,829-88.0% | $2,706-78.6% |
| Participant deferral / active EE | $2,678 | $7,283-63.2% | $7,352-63.6% | $4,562-41.3% |
| Admin fee / account holder | $146 | $137+6.7% | $10,799-98.6% | $152-3.8% |