Filed June 27, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT AND CO, INC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $38,570 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,642 | $99,957+20.7% | $149,696-19.4% | $73,488+64.2% |
| Participation rate | 56.3% | 75.7%-19.5pp | 82.5%-26.2pp | 70.7%-14.4pp |
| Annual return | 15.67% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,139 | $6,073+50.5% | $6,842+33.6% | $3,740+144.4% |
| Admin fee / account holder | $518 | $551-6.0% | $9,309-94.4% | $513+0.9% |