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 LLC8+ years Service code 55 1100 BOULDERS PKWY STE 501 · NORTH CHESTERFIELD, VA 23225 | Other Commissions | $69,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,765 | $46,292-1.1% | $143,757-68.2% | $64,808-29.4% |
| Participation rate | 97.1% | 64.2%+32.9pp | 80.3%+16.8pp | 71.5%+25.6pp |
| Annual return | -16.82% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $2,558 | $1,910+33.9% | $4,951-48.3% | $2,506+2.1% |
| Participant deferral / active EE | $6,539 | $2,646+147.2% | $5,637+16.0% | $4,310+51.7% |
| Admin fee / account holder | $9 | $154-94.3% | $14,673-99.9% | $188-95.3% |