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 | $44,453 |
WHITLEY PENN LLP7+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $16,125 |
THE BANK OF NEW YORK MELLON6 years Filed as: THE BANK ADVISORY GROUP LLC Service code 34 · EIN 26-0059945 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Valuation (appraisals, etc.) | $13,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,866 | $86,897-26.5% | $151,611-57.9% | $64,808-1.5% |
| Participation rate | 87.8% | 87.3%+0.6pp | 87.5%+0.3pp | 71.5%+16.4pp |
| Annual return | 3.84% | -3.57%+7.4pp | 3.33%+0.5pp | 32.82%-29.0pp |
| Employer contribution / active EE | $5,260 | $4,010+31.2% | $6,166-14.7% | $2,506+109.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $118 | $153-22.8% | $11,616-99.0% | $188-37.1% |