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 LLC7+ years Service code 55 1100 BOULDERS PKWY STE 501 · NORTH CHESTERFIELD, VA 23225 | Other Commissions | $67,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,631 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,558 | $56,485+0.1% | $185,823-69.6% | $86,799-34.8% |
| Participation rate | 95.3% | 65.5%+29.9pp | 81.7%+13.6pp | 72.3%+23.1pp |
| Annual return | 12.78% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,514 | $1,843+36.4% | $5,167-51.3% | $2,405+4.5% |
| Participant deferral / active EE | $6,311 | $2,553+147.2% | $5,568+13.3% | $4,131+52.8% |
| Admin fee / account holder | $12 | $150-92.1% | $16,237-99.9% | $170-93.0% |