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 INC4+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $134,389 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $90,168 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,675 | $45,382-32.4% | $154,107-80.1% | $75,289-59.3% |
| Participation rate | 88.8% | 65.9%+22.9pp | 83.0%+5.8pp | 72.4%+16.4pp |
| Annual return | -5.64% | -0.47%-5.2pp | 735.12%-740.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $849 | $1,533-44.6% | $5,298-84.0% | $2,405-64.7% |
| Participant deferral / active EE | $2,876 | $2,384+20.7% | $5,081-43.4% | $3,739-23.1% |
| Admin fee / account holder | $163 | $89+82.6% | $13,411-98.8% | $102+59.4% |