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 LLC6+ years Service code 55 1100 BOULDERS PKWY STE 501 · NORTH CHESTERFIELD, VA 23225 | Other Commissions | $52,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
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 | $51,150 | $52,293-2.2% | $178,490-71.3% | $73,409-30.3% |
| Participation rate | 90.2% | 65.3%+24.9pp | 81.9%+8.3pp | 72.2%+18.0pp |
| Annual return | 15.46% | 34.75%-19.3pp | 151.07%-135.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,206 | $1,735+27.1% | $5,011-56.0% | $2,234-1.2% |
| Participant deferral / active EE | $5,369 | $2,332+130.2% | $5,202+3.2% | $3,805+41.1% |
| Admin fee / account holder | $8 | $127-93.7% | $13,984-99.9% | $158-95.0% |