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 INC7+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $130,677 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $91,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,664 | $67,512+148.3% | $185,823-9.8% | $93,030+80.2% |
| Participation rate | 3.6% | 67.1%-63.5pp | 81.7%-78.1pp | 73.9%-70.3pp |
| Annual return | 13.52% | 21.04%-7.5pp | 122.05%-108.5pp | 158.70%-145.2pp |
| Employer contribution / active EE | $602 | $1,783-66.3% | $5,167-88.4% | $2,706-77.8% |
| Participant deferral / active EE | $3,143 | $3,035+3.5% | $5,568-43.5% | $4,562-31.1% |
| Admin fee / account holder | $562 | $318+76.9% | $16,237-96.5% | $152+270.6% |