Filed October 24, 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 |
|---|---|---|
CADENT CAPITAL ADVISORS LLC2 years Service code 27 · EIN 45-4339378 | Advisory (Plan) | $11,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,631 | $91,190-48.9% | $178,490-73.9% | $79,858-41.6% |
| Participation rate | 84.9% | 69.2%+15.7pp | 81.9%+3.0pp | 69.6%+15.3pp |
| Annual return | 8.33% | 24.19%-15.9pp | 151.07%-142.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,713 | $3,256-47.4% | $5,011-65.8% | $2,471-30.7% |
| Participant deferral / active EE | $3,307 | $3,236+2.2% | $5,202-36.4% | $3,740-11.6% |
| Admin fee / account holder | $107 | $6,751-98.4% | $13,984-99.2% | $5,306-98.0% |