Filed March 1, 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 |
|---|---|---|
Filed as: TRANSITION FINANCE SERVICES Service code 15 · EIN 13-4238973 | Recordkeeping | $17,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,051 | $132,049-75.7% | $200,582-84.0% | $74,304-56.9% |
| Participation rate | 99.0% | 84.1%+14.9pp | 86.9%+12.1pp | 60.3%+38.6pp |
| Annual return | 19.04% | 22.22%-3.2pp | 42.33%-23.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,804 | $4,558-60.4% | $6,419-71.9% | $2,241-19.5% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $76 | $2,405-96.8% | $16,305-99.5% | $2,969-97.4% |