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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,963 |
CADARET GRANT & CO INC2 years Filed as: CADARET GRANT AGENCY INC Service code 27 | Advisory (Plan) | $39,379 |
Filed as: RIMKUS, MARCIANO, & ASSOCIATES INC Service code 13 · EIN 22-2725182 | Contract Administrator | $13,810 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY INC Service code 27 | Advisory (Plan) | $0 |
CADARET GRANT & CO INC3 years Filed as: CADARET, GRANT AGENCY INC Service code 55 100 MADISON ST · SYRACUSE, NY 13202 | Other Commissions | $0 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: RIMKUS MARCIANO & ASSOCIATES INC. Service code 13 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Contract Administrator | $0 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 13 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,844 | $59,402+47.9% | $93,654-6.2% | $74,546+17.8% |
| Participation rate | 97.0% | 59.7%+37.3pp | 68.7%+28.3pp | 67.2%+29.8pp |
| Annual return | 17.44% | 81.86%-64.4pp | 133.34%-115.9pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $3,177 | $1,265+151.2% | $2,421+31.3% | $2,624+21.1% |
| Participant deferral / active EE | $6,794 | $3,049+122.9% | $4,413+54.0% | $4,347+56.3% |
| Admin fee / account holder | $352 | $3,023-88.3% | $8,282-95.7% | $1,944-81.9% |