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 | $50,568 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 600 WASHINGTON AVE · ST LOUIS, MO 63101 | Accounting | $9,600 |
VAN IWAARDEN ASSOCIATES3+ years Filed as: VAN AMBURGH Service code 34 423 E. MAIN ST., SUITE 3 · MIDLOTHIAN, TX 76065 | Valuation (appraisals, etc.) | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,137 | $35,485-32.0% | $74,550-67.6% | $55,725-56.7% |
| Participation rate | 99.6% | 62.5%+37.0pp | 69.1%+30.4pp | 70.9%+28.7pp |
| Annual return | 8.40% | 0.72%+7.7pp | 32.53%-24.1pp | 244.93%-236.5pp |
| Employer contribution / active EE | $3,501 | $777+350.4% | $1,961+78.6% | $2,078+68.5% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $85 | $114-26.0% | $5,060-98.3% | $115-26.5% |