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 | $30,054 |
ADVANCED VALUATION ANALYTICS LTD4+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $17,842 |
WHISNANT & COMPANY, LLP4+ years Service code 10 · EIN 56-1084523 | Accounting | $15,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,849 | $65,118-26.5% | $76,768-37.7% | $55,725-14.1% |
| Participation rate | 99.2% | 79.6%+19.6pp | 77.0%+22.2pp | 70.9%+28.3pp |
| Annual return | -5.12% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $90 | $1,941-95.4% | $2,485-96.4% | $2,078-95.7% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $116-55.6% | $6,675-99.2% | $115-55.4% |