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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $37,986 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,442 | $91,762-63.6% | $67,502-50.5% | $77,643-56.9% |
| Participation rate | 37.7% | 75.9%-38.2pp | 72.9%-35.2pp | 70.6%-32.9pp |
| Annual return | 13.95% | 14.87%-0.9pp | 3512.12%-3498.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,472 | $3,903-62.3% | $4,000-63.2% | $4,647-68.3% |
| Admin fee / account holder | $111 | $176-37.1% | $3,998-97.2% | $430-74.3% |