Filed September 23, 2015 (most recent of 2 filings on file)
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $338,337 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 16 · EIN 91-1196408 | Consulting | $29,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,851 | $110,299-21.3% | $102,423-15.2% | $199,593-56.5% |
| Participation rate | 97.8% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 39.00% | 35.73%+3.3pp | 29.32%+9.7pp | 34.25%+4.8pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,959 | $6,376-6.5% | $5,053+17.9% | $5,087+17.1% |
| Admin fee / account holder | $65 | $122-46.9% | $9,451-99.3% | $269-75.8% |