Filed April 1, 2022
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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.
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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 |
|---|---|---|
CADARET GRANT & CO INC1+ years Service code 53 · EIN 22-2361254 | Insurance Commissions | $93,783 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,305 |
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 | $92,725 | $72,770+27.4% | $67,652+37.1% | $55,191+68.0% |
| Participation rate | 82.3% | 78.8%+3.5pp | 75.7%+6.6pp | 69.2%+13.1pp |
| Annual return | 0.10% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,220 | $1,769+25.5% | $2,266-2.0% | $1,899+16.9% |
| Participant deferral / active EE | $3,841 | $3,408+12.7% | $3,560+7.9% | $3,046+26.1% |
| Admin fee / account holder | $18 | $79-77.2% | $4,821-99.6% | $91-80.2% |