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 INC6+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $107,427 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $81,872 |
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 | $44,467 | $56,095-20.7% | $178,490-75.1% | $90,288-50.8% |
| Participation rate | 88.0% | 65.6%+22.5pp | 81.9%+6.1pp | 73.4%+14.7pp |
| Annual return | 15.14% | 28.81%-13.7pp | 151.07%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $386 | $1,572-75.4% | $5,011-92.3% | $2,524-84.7% |
| Participant deferral / active EE | $3,006 | $2,669+12.7% | $5,202-42.2% | $4,232-29.0% |
| Admin fee / account holder | $146 | $101+45.1% | $13,984-99.0% | $114+28.1% |