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 INC5+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $123,383 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $94,691 |
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 | $38,608 | $47,456-18.6% | $172,739-77.6% | $77,787-50.4% |
| Participation rate | 88.3% | 66.3%+22.0pp | 82.6%+5.7pp | 73.2%+15.1pp |
| Annual return | 23.79% | 35.57%-11.8pp | 802.84%-779.1pp | 32.57%-8.8pp |
| Employer contribution / active EE | $873 | $1,574-44.6% | $5,143-83.0% | $2,504-65.2% |
| Participant deferral / active EE | $2,891 | $2,560+13.0% | $5,198-44.4% | $3,967-27.1% |
| Admin fee / account holder | $156 | $81+93.5% | $13,954-98.9% | $100+56.3% |