Filed April 6, 2005
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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $35,605 |
Filed as: STOUT RISIUS ROSS, LLC Service code 34 · EIN 81-4960719 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $33,142 |
JAMES F JOYNER III6 years Service code 20 · EIN 24-0084983 157 HENSON STREET · SPARTANSBURG, SC 29307 | Trustee (individual) | $24,010 |
HANTZMON WIEBEL LLP7 years Filed as: HANTZMON WIEBEL LLC Service code 10 · EIN 54-0618213 818 E JEFFERSON ST · CHARLOTTESVILLE, VA 22902 | Accounting | $20,900 |
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 | $104,476 | $62,624+66.8% | $177,989-41.3% | $77,643+34.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 6.74% | 16.16%-9.4pp | 294.48%-287.7pp | 31.24%-24.5pp |
| Employer contribution / active EE | $3,342 | $1,909+75.1% | $3,949-15.4% | $2,726+22.6% |
| Participant deferral / active EE | $0 | $4,219-100.0% | $6,276-100.0% | $4,647-100.0% |
| Admin fee / account holder | $198 | $386-48.8% | $10,363-98.1% | $430-54.1% |