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 | $41,483 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 600 WASHINGTON AVE · ST LOUIS, MO 63101 | Accounting | $9,500 |
VAN IWAARDEN ASSOCIATES2+ years Filed as: VAN AMBURGH Service code 34 423 E. MAIN ST., SUITE 3 · MIDLOTHIAN, TX 76065 | Valuation (appraisals, etc.) | $7,000 |
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 | $22,085 | $48,064-54.1% | $78,778-72.0% | $69,631-68.3% |
| Participation rate | 99.3% | 61.6%+37.7pp | 69.2%+30.1pp | 70.7%+28.6pp |
| Annual return | 3.67% | 21.81%-18.1pp | 35.62%-31.9pp | 27571.02%-27567.4pp |
| Employer contribution / active EE | $2,676 | $744+259.9% | $1,986+34.8% | $2,032+31.7% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $78 | $152-48.8% | $5,134-98.5% | $110-29.6% |