Filed October 28, 2004
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 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 |
|---|---|---|
CADARET GRANT & CO INC1 year Service code 99 · EIN 22-2361254 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,186 | $95,416-69.4% | $185,823-84.3% | $85,850-66.0% |
| Participation rate | 87.4% | 68.8%+18.6pp | 81.7%+5.7pp | 69.3%+18.0pp |
| Annual return | 13.67% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,342 | $3,314-59.5% | $5,167-74.0% | $2,565-47.7% |
| Participant deferral / active EE | $2,380 | $3,423-30.5% | $5,568-57.3% | $3,952-39.8% |
| Admin fee / account holder | $13 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |