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 INC3+ years Service code 55 · EIN 22-2361254 | Other Commissions | $30,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,082 | $25,165-0.3% | $73,545-65.9% | $77,958-67.8% |
| Participation rate | 23.9% | 36.6%-12.7pp | 54.9%-31.0pp | 71.6%-47.7pp |
| Annual return | 19.26% | 18.12%+1.1pp | -15.16%+34.4pp | 20.87%-1.6pp |
| Employer contribution / active EE | $75 | $395-80.9% | $1,219-93.8% | $2,310-96.7% |
| Participant deferral / active EE | $442 | $898-50.7% | $1,806-75.5% | $3,537-87.5% |
| Admin fee / account holder | $11 | $76-85.7% | $2,320-99.5% | $97-88.9% |