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 49 · EIN 45-3717999 | Other Services | $17,956 |
Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $8,853 |
Filed as: PRINCIAPL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $5,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,985 | $65,376-37.3% | $87,100-52.9% | $65,185-37.1% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.7pp | 70.2%+29.3pp |
| Annual return | 22.26% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,331 | $1,822-26.9% | $2,521-47.2% | $2,177-38.8% |
| Participant deferral / active EE | $3,759 | $3,388+10.9% | $4,049-7.1% | $3,514+7.0% |
| Admin fee / account holder | $47 | $520-91.0% | $7,497-99.4% | $847-94.5% |