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 | $32,702 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON ANDREWS KURTH,LLP Service code 29 · EIN 54-0572269 951 E. BYRD ST · RICHMOND, VA 23219 | Legal | $27,361 |
WHITLEY PENN LLP3+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $15,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: THE BANK ADVISORY GROUP LLC Service code 34 · EIN 26-0059945 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Valuation (appraisals, etc.) | $10,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,720 | $80,005-36.6% | $140,016-63.8% | $55,725-9.0% |
| Participation rate | 89.3% | 87.0%+2.3pp | 87.5%+1.8pp | 70.9%+18.4pp |
| Annual return | 6.65% | 0.46%+6.2pp | 651.12%-644.5pp | 244.93%-238.3pp |
| Employer contribution / active EE | $6,134 | $3,403+80.3% | $5,606+9.4% | $2,078+195.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $140 | $116+20.8% | $10,705-98.7% | $115+21.3% |