Filed October 9, 2013
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 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $40,260 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN GRAHAM & CO., P.C. Service code 10 · EIN 75-1386677 7431 CONTINENTAL PARKWAY · AMARILLO, TX 79015 | Accounting | $8,700 |
VAN IWAARDEN ASSOCIATES1+ years Filed as: VAN AMBURGH Service code 34 423 E. MAIN ST., SUITE 3 · MIDLOTHIAN, TX 76065 | Valuation (appraisals, etc.) | $7,000 |
MCAFEE & TAFT1+ years Service code 29 1717 S. BOULDER, SUITE 900 · TULSA, OK 74119 | Legal | $6,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,685 | $37,044-41.5% | $71,796-69.8% | $57,658-62.4% |
| Participation rate | 99.5% | 61.1%+38.4pp | 69.1%+30.4pp | 70.2%+29.3pp |
| Annual return | 5.83% | 12.64%-6.8pp | 78.04%-72.2pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,152 | $720+60.0% | $1,924-40.1% | $1,974-41.6% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $88 | $101-12.5% | $4,815-98.2% | $95-6.5% |