Filed July 28, 2018
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 INC1 year Filed as: CADARET GRANT & CO. INC. Service code 16 · EIN 20-2361254 | Consulting | $7,500 |
Filed as: INVEST FINANCIAL Service code 16 · EIN 59-2195688 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,075 |
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 | $103,475 | $63,905+61.9% | $74,183+39.5% | $57,658+79.5% |
| Participation rate | 98.1% | 79.8%+18.3pp | 76.6%+21.4pp | 70.2%+27.8pp |
| Annual return | 7.63% | 60.60%-53.0pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,603 | $1,840-12.9% | $2,370-32.4% | $1,974-18.8% |
| Participant deferral / active EE | $4,619 | $3,448+34.0% | $3,550+30.1% | $3,061+50.9% |
| Admin fee / account holder | $29 | $91-67.6% | $5,586-99.5% | $95-68.8% |