Filed February 14, 2024 (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 CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $91,387 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,759 | $78,275+15.9% | $109,143-16.8% | $86,799+4.6% |
| Participation rate | 63.5% | 73.8%-10.4pp | 75.9%-12.4pp | 72.3%-8.8pp |
| Annual return | 16.02% | 19.14%-3.1pp | 25.75%-9.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,608 | $3,105-48.2% | $3,722-56.8% | $2,405-33.1% |
| Participant deferral / active EE | $3,567 | $3,641-2.0% | $4,653-23.4% | $4,131-13.7% |
| Admin fee / account holder | $272 | $198+37.1% | $6,752-96.0% | $170+60.5% |