Filed October 4, 2019
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 |
|---|---|---|
LUMINARY WEALTH1 year Service code 27 7910 CARNEGIE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $9,806 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT LLC/C Service code 27 6920 POINT INVERNESS WAY · FORTWAYNE, IN 46804 | Advisory (Plan) | $5,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,492 | $76,670-35.4% | $96,683-48.8% | $71,457-30.7% |
| Participation rate | 97.6% | 66.6%+31.0pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 19.94% | 48.29%-28.4pp | 35.69%-15.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,317 | $3,031-23.6% | $3,737-38.0% | $2,588-10.5% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $143 | $2,028-92.9% | $6,730-97.9% | $1,587-91.0% |