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 INC8+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $119,697 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $100,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,437 | $45,000-10.1% | $143,757-71.9% | $77,904-48.1% |
| Participation rate | 88.0% | 66.8%+21.2pp | 80.3%+7.7pp | 73.7%+14.4pp |
| Annual return | -16.23% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,027 | $1,870-45.1% | $4,951-79.3% | $2,848-63.9% |
| Participant deferral / active EE | $3,233 | $3,157+2.4% | $5,637-42.7% | $4,806-32.7% |
| Admin fee / account holder | $153 | $98+55.5% | $14,673-99.0% | $133+15.5% |