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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $51,036 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,070 |
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 | $28,818 | $96,018-70.0% | $65,493-56.0% | $85,563-66.3% |
| Participation rate | 72.5% | 74.8%-2.4pp | 73.1%-0.6pp | 66.0%+6.5pp |
| Annual return | 10.24% | 14.51%-4.3pp | 982.45%-972.2pp | 31.51%-21.3pp |
| Employer contribution / active EE | $2,106 | $3,235-34.9% | $2,574-18.2% | $2,654-20.6% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $73 | $271-72.9% | $5,028-98.5% | $834-91.2% |