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 FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $76,732 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $38,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,092 | $92,971-7.4% | $96,683-11.0% | $74,419+15.7% |
| Participation rate | 58.7% | 71.5%-12.9pp | 74.3%-15.7pp | 70.7%-12.1pp |
| Annual return | 21.87% | 37.49%-15.6pp | 35.69%-13.8pp | 34.38%-12.5pp |
| Employer contribution / active EE | $1,729 | $3,426-49.5% | $3,737-53.7% | $2,637-34.5% |
| Participant deferral / active EE | $4,162 | $3,970+4.8% | $4,878-14.7% | $4,528-8.1% |
| Admin fee / account holder | $219 | $633-65.5% | $6,730-96.8% | $348-37.2% |