Filed May 26, 2017 (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 |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $42,149 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,190 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,201 | $83,884-71.1% | $64,056-62.2% | $74,419-67.5% |
| Participation rate | 82.4% | 76.6%+5.8pp | 72.3%+10.1pp | 70.7%+11.7pp |
| Annual return | 10.30% | 16.57%-6.3pp | 33.69%-23.4pp | 34.38%-24.1pp |
| Employer contribution / active EE | $2,092 | $3,084-32.1% | $2,747-23.8% | $2,637-20.7% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $80 | $196-59.1% | $3,068-97.4% | $348-76.9% |