Filed March 27, 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 |
|---|---|---|
CABOT LODGE SECURITIES LLC4+ years Service code 55 1100 BOULDERS PKWY STE 750 · NORTH CHESTERFIELD, VA 23225 | Other Commissions | $21,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,194 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,632 | $37,196-4.2% | $154,107-76.9% | $55,725-36.1% |
| Participation rate | 95.2% | 64.1%+31.1pp | 83.0%+12.1pp | 70.9%+24.3pp |
| Annual return | -6.85% | 1319.68%-1326.5pp | 735.12%-742.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,091 | $1,614+29.5% | $5,298-60.5% | $2,078+0.6% |
| Participant deferral / active EE | $4,978 | $2,068+140.7% | $5,081-2.0% | $3,356+48.4% |
| Admin fee / account holder | $9 | $102-91.6% | $13,411-99.9% | $115-92.6% |