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 INC9+ years Filed as: CADARET GRANT & CO Service code 26 · EIN 22-2361254 | Advisory (Participants) | $103,530 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $100,936 |
LPL FINANCIAL1 year Service code 26 · EIN 95-2834236 | Advisory (Participants) | $21,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,427 | $50,127-11.4% | $149,673-70.3% | $80,160-44.6% |
| Participation rate | 79.3% | 64.3%+15.1pp | 78.8%+0.6pp | 72.9%+6.4pp |
| Annual return | 16.39% | 29.82%-13.4pp | 134.42%-118.0pp | 40.38%-24.0pp |
| Employer contribution / active EE | $985 | $1,865-47.2% | $4,818-79.6% | $2,978-66.9% |
| Participant deferral / active EE | $3,329 | $3,194+4.2% | $5,680-41.4% | $5,017-33.7% |
| Admin fee / account holder | $153 | $153+0.3% | $13,210-98.8% | $145+5.6% |