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 | $45,828 |
THE BANK OF NEW YORK MELLON7 years Filed as: THE BANK ADVISORY GROUP LLC Service code 34 · EIN 26-0059945 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Valuation (appraisals, etc.) | $14,070 |
WHITLEY PENN LLP8+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $0 |
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 | $55,338 | $100,227-44.8% | $169,993-67.4% | $74,419-25.6% |
| Participation rate | 90.6% | 87.3%+3.3pp | 87.0%+3.6pp | 70.7%+19.9pp |
| Annual return | -7.80% | 66.08%-73.9pp | 53.37%-61.2pp | 34.38%-42.2pp |
| Employer contribution / active EE | $1,720 | $4,263-59.7% | $6,785-74.7% | $2,637-34.8% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $89 | $234-61.9% | $12,815-99.3% | $348-74.3% |