Filed October 4, 2022 (most recent of 4 filings on file)
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 INC2 years Filed as: CADARET GRANT Service code 99 · EIN 22-2361254 | Other Fees | $42,055 |
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 | $32,601 | $46,173-29.4% | $170,442-80.9% | $69,631-53.2% |
| Participation rate | 76.5% | 63.9%+12.6pp | 83.6%-7.1pp | 70.7%+5.8pp |
| Annual return | 20.89% | 21.62%-0.7pp | 205.93%-185.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,397 | $1,610-13.2% | $5,433-74.3% | $2,032-31.2% |
| Participant deferral / active EE | $900 | $2,080-56.7% | $4,939-81.8% | $3,224-72.1% |
| Admin fee / account holder | $6 | $116-95.3% | $13,880-100.0% | $110-95.0% |