Filed December 14, 2015
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 STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $27,216 |
ADVANCED VALUATION ANALYTICS LTD1+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $17,446 |
WHISNANT & COMPANY, LLP1+ years Service code 10 · EIN 56-1084523 | Accounting | $15,500 |
Employer contribution per participant 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 | $39,838 | $72,770-45.3% | $67,652-41.1% | $55,191-27.8% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.0pp | 69.2%+30.5pp |
| Annual return | 17.82% | -3.26%+21.1pp | 6625.04%-6607.2pp | 10.78%+7.0pp |
| Employer contribution / active EE | $99 | $1,769-94.4% | $2,266-95.6% | $1,899-94.8% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $65 | $79-17.8% | $4,821-98.7% | $91-28.6% |