Filed April 25, 2024
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 |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORP. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $986 |
UNIFIED TRUST COMPANY, N.A.6+ years Filed as: UNIFIED TRUST CO. N.A. Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,941 | $35,986+83.2% | $77,482-14.9% | $73,488-10.3% |
| Participation rate | 28.3% | 40.8%-12.6pp | 54.2%-25.9pp | 70.7%-42.4pp |
| Annual return | 10.19% | 19.26%-9.1pp | 54.79%-44.6pp | 28.51%-18.3pp |
| Employer contribution / active EE | $635 | $557+14.0% | $986-35.6% | $2,270-72.0% |
| Participant deferral / active EE | $1,103 | $1,198-7.9% | $1,861-40.7% | $3,740-70.5% |
| Admin fee / account holder | $15 | $466-96.8% | $2,858-99.5% | $513-97.1% |