Filed May 27, 2009 (most recent of 2 filings on file)
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 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 INC2+ years Service code 55 · EIN 22-2361254 | Other Commissions | $27,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,457 | $22,291-8.2% | $69,182-70.4% | $63,975-68.0% |
| Participation rate | 21.3% | 35.3%-13.9pp | 55.1%-33.8pp | 71.1%-49.8pp |
| Annual return | 8.77% | 9.30%-0.5pp | -21.93%+30.7pp | 48.65%-39.9pp |
| Employer contribution / active EE | $64 | $325-80.2% | $1,206-94.7% | $2,182-97.1% |
| Participant deferral / active EE | $378 | $808-53.2% | $1,897-80.1% | $3,356-88.7% |
| Admin fee / account holder | $11 | $73-84.5% | $2,697-99.6% | $70-83.9% |