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 | $23,042 |
ADVANCED VALUATION ANALYTICS LTD6+ years Service code 34 · EIN 52-1335656 | Valuation (appraisals, etc.) | $17,980 |
WHISNANT & COMPANY, LLP6+ years Service code 10 · EIN 56-1084523 | Accounting | $16,530 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $53,595 | $79,519-32.6% | $95,952-44.1% | $73,409-27.0% |
| Participation rate | 99.0% | 81.2%+17.8pp | 77.1%+21.9pp | 72.2%+26.8pp |
| Annual return | 3.21% | 19.20%-16.0pp | 91.61%-88.4pp | 59.29%-56.1pp |
| Employer contribution / active EE | $58 | $2,048-97.2% | $2,541-97.7% | $2,234-97.4% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $45 | $184-75.6% | $6,795-99.3% | $158-71.5% |