Filed July 26, 2016
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+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $128,504 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $62,285 |
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 | $25,519 | $37,039-31.1% | $147,614-82.7% | $59,188-56.9% |
| Participation rate | 89.2% | 63.8%+25.4pp | 84.6%+4.6pp | 69.4%+19.8pp |
| Annual return | 0.01% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $345 | $1,353-74.5% | $5,564-93.8% | $2,098-83.5% |
| Participant deferral / active EE | $2,377 | $2,094+13.5% | $4,895-51.5% | $3,265-27.2% |
| Admin fee / account holder | $151 | $60+150.1% | $11,611-98.7% | $92+63.3% |