Filed January 9, 2017
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 Service code 15 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $20,283 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,856 | $99,957-92.1% | $149,696-94.8% | $73,488-89.3% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | -5.60% | 53.87%-59.5pp | 276.60%-282.2pp | 28.51%-34.1pp |
| Employer contribution / active EE | $1,531 | $3,191-52.0% | $4,644-67.0% | $2,270-32.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $96 | $551-82.5% | $9,309-99.0% | $513-81.3% |