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 FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $93,641 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,300 |
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 | $108,900 | $82,917+31.3% | $103,333+5.4% | $77,643+40.3% |
| Participation rate | 59.9% | 71.6%-11.7pp | 74.5%-14.6pp | 70.6%-10.7pp |
| Annual return | 13.82% | 19.13%-5.3pp | 24.88%-11.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,759 | $3,552-50.5% | $3,868-54.5% | $2,726-35.5% |
| Participant deferral / active EE | $4,363 | $4,108+6.2% | $5,057-13.7% | $4,647-6.1% |
| Admin fee / account holder | $279 | $638-56.2% | $8,355-96.7% | $430-35.1% |