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 15 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $46,231 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 600 WASHINGTON STREET · ST LOUIS, MO 63101 | Accounting | $10,093 |
VAN IWAARDEN ASSOCIATES5+ 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 | $23,453 | $64,286-63.5% | $90,951-74.2% | $73,409-68.1% |
| Participation rate | 99.5% | 63.6%+35.9pp | 69.0%+30.5pp | 72.2%+27.4pp |
| Annual return | 2.00% | 21.45%-19.5pp | 134.60%-132.6pp | 59.29%-57.3pp |
| Employer contribution / active EE | $949 | $895+6.1% | $2,122-55.3% | $2,234-57.5% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $75 | $287-73.9% | $5,959-98.7% | $158-52.6% |