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 LLC5+ years Service code 55 1100 BOULDERS PKWY STE 501 · NORTH CHESTERFIELD, VA 23225 | Other Commissions | $47,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,092 |
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 | $44,963 | $62,928-28.5% | $172,739-74.0% | $67,579-33.5% |
| Participation rate | 91.4% | 64.5%+27.0pp | 82.6%+8.8pp | 71.3%+20.2pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,218 | $1,636+35.6% | $5,143-56.9% | $2,148+3.3% |
| Participant deferral / active EE | $5,416 | $2,145+152.5% | $5,198+4.2% | $3,539+53.0% |
| Admin fee / account holder | $12 | $167-93.0% | $13,954-99.9% | $142-91.8% |