Filed October 28, 2020 (most recent of 2 filings on file)
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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,828 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $24,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,602 | $50,815+31.1% | $155,509-57.2% | $77,643-14.2% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.6pp |
| Annual return | 16.53% | 34.80%-18.3pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,194 | $1,993+110.5% | $4,672-10.2% | $2,726+53.9% |
| Participant deferral / active EE | $6,947 | $2,822+146.2% | $5,626+23.5% | $4,647+49.5% |
| Admin fee / account holder | $139 | $437-68.2% | $15,912-99.1% | $430-67.7% |