Filed November 28, 2022
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 |
|---|---|---|
Service code 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $102,338 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $7,977 |
Annual investment return 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 | $55,147 | $91,517-39.7% | $101,248-45.5% | $73,409-24.9% |
| Participation rate | 99.9% | 73.8%+26.1pp | 75.8%+24.0pp | 72.2%+27.7pp |
| Annual return | 7.46% | 17.17%-9.7pp | 46.47%-39.0pp | 59.29%-51.8pp |
| Employer contribution / active EE | $6,785 | $2,877+135.8% | $3,660+85.4% | $2,234+203.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $127 | $216-41.3% | $5,945-97.9% | $158-19.7% |