See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC4 years Filed as: CADERET GRANT & CO INC Service code 55 | Other Commissions | $25,485 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 | Other Services | $10,235 |
Service code 49 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Other Services | $0 |
CADARET GRANT & CO INC4 years Service code 55 100 MADISON ST STE 1400 · SYRACUSE, NY 13202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,211 | $50,815-60.2% | $155,509-87.0% | $77,643-74.0% |
| Participation rate | 59.7% | 63.1%-3.4pp | 78.2%-18.5pp | 70.6%-10.9pp |
| Annual return | 14.15% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $400 | $1,993-79.9% | $4,672-91.4% | $2,726-85.3% |
| Participant deferral / active EE | $1,328 | $2,822-52.9% | $5,626-76.4% | $4,647-71.4% |
| Admin fee / account holder | $91 | $437-79.1% | $15,912-99.4% | $430-78.8% |