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 | $15,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,577 | $91,372+21.0% | $129,995-14.9% | $74,419+48.6% |
| Participation rate | 95.7% | 77.8%+17.9pp | 78.5%+17.2pp | 70.7%+25.0pp |
| Annual return | 23.02% | 23.21%-0.2pp | -137.18%+160.2pp | 34.38%-11.4pp |
| Employer contribution / active EE | $7,241 | $2,563+182.5% | $4,320+67.6% | $2,637+174.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $17 | $283-93.9% | $10,614-99.8% | $348-95.0% |