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 FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $87,387 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,956 |
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 | $78,801 | $106,236-25.8% | $112,228-29.8% | $64,808+21.6% |
| Participation rate | 58.0% | 71.7%-13.6pp | 75.1%-17.0pp | 71.5%-13.4pp |
| Annual return | -16.99% | -6.02%-11.0pp | 27.45%-44.4pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,608 | $3,166-49.2% | $3,635-55.8% | $2,506-35.8% |
| Participant deferral / active EE | $3,841 | $3,785+1.5% | $4,728-18.8% | $4,310-10.9% |
| Admin fee / account holder | $267 | $452-41.0% | $6,410-95.8% | $188+41.9% |