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 | $40,858 |
ADVANCED VALUATION ANALYTICS LTD5+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $18,162 |
WHISNANT & COMPANY, LLP5+ 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 | $55,663 | $73,404-24.2% | $87,100-36.1% | $67,579-17.6% |
| Participation rate | 99.0% | 80.9%+18.2pp | 76.9%+22.1pp | 71.3%+27.7pp |
| Annual return | 23.50% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.1pp |
| Employer contribution / active EE | $106 | $2,014-94.7% | $2,521-95.8% | $2,148-95.1% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $60 | $142-58.0% | $7,497-99.2% | $142-58.2% |