Filed February 13, 2017
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 64 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $9,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,036 | $86,225+7.9% | $146,665-36.6% | $86,799+7.2% |
| Participation rate | 98.1% | 78.0%+20.2pp | 80.1%+18.1pp | 72.3%+25.9pp |
| Annual return | 36.16% | 31.23%+4.9pp | 22.74%+13.4pp | 97.91%-61.7pp |
| Employer contribution / active EE | $8,802 | $2,392+268.0% | $4,136+112.8% | $2,405+265.9% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $11 | $195-94.2% | $10,280-99.9% | $170-93.3% |