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 | $12,188 |
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 | $109,374 | $89,436+22.3% | $164,813-33.6% | $77,643+40.9% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.6pp |
| Annual return | 6.71% | 28.83%-22.1pp | 69.93%-63.2pp | 31.24%-24.5pp |
| Employer contribution / active EE | $2,032 | $2,569-20.9% | $4,341-53.2% | $2,726-25.5% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $13 | $339-96.1% | $12,690-99.9% | $430-96.9% |