Filed May 20, 2015
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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $24,433 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,210 | $88,083+53.5% | $164,813-18.0% | $74,495+81.5% |
| Participation rate | 94.2% | 73.0%+21.1pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 15.10% | 17.26%-2.2pp | 69.93%-54.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,987 | $2,593+15.2% | $4,341-31.2% | $2,623+13.9% |
| Participant deferral / active EE | $8,138 | $4,498+80.9% | $6,031+34.9% | $4,346+87.3% |
| Admin fee / account holder | $105 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |