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 INC3 years Service code 99 · EIN 22-2361254 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,604 | $61,272-69.6% | $149,673-87.6% | $71,457-74.0% |
| Participation rate | 76.6% | 62.5%+14.0pp | 78.8%-2.2pp | 67.9%+8.6pp |
| Annual return | 12.72% | 35.85%-23.1pp | 134.42%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,309 | $2,378-45.0% | $4,818-72.8% | $2,588-49.4% |
| Participant deferral / active EE | $1,579 | $2,917-45.9% | $5,680-72.2% | $4,289-63.2% |
| Admin fee / account holder | $20 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |