Filed August 8, 2006
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 9-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 LLC Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $26,676 |
WHITLEY PENN LLP1+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $5,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,607 | $71,802-46.2% | $133,980-71.2% | $57,658-33.0% |
| Participation rate | 88.7% | 85.5%+3.2pp | 87.1%+1.6pp | 70.2%+18.4pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.30%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,538 | $3,161-19.7% | $5,211-51.3% | $1,974+28.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $60 | $88-31.3% | $9,324-99.4% | $95-36.3% |