Filed October 24, 2019
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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 |
|---|---|---|
CADENT CAPITAL ADVISORS LLC3 years Service code 27 · EIN 45-4339378 | Advisory (Plan) | $13,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,709 | $95,416-45.8% | $185,823-72.2% | $85,850-39.8% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 18.48% | 23.59%-5.1pp | 122.05%-103.6pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,594 | $3,314-51.9% | $5,167-69.1% | $2,565-37.9% |
| Participant deferral / active EE | $3,258 | $3,423-4.8% | $5,568-41.5% | $3,952-17.6% |
| Admin fee / account holder | $116 | $7,213-98.4% | $16,237-99.3% | $6,260-98.1% |