Filed June 27, 1995
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES INC Service code 10 122 FORTH ST NW · NEW PHILADELPHIA, OH 446635120 | Accounting | $8,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,132 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,699 |
STRATOS WEALTH PARTNERS1+ years Filed as: STRATOS WEALTH PARTNERS, LTD Service code 13 30575 BAINBRIDGE RD STE 100 · SOLON, OH 44139 | Contract Administrator | $2,688 |
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 | $49,746 | $72,770-31.6% | $67,652-26.5% | $55,191-9.9% |
| Participation rate | 71.0% | 78.8%-7.7pp | 75.7%-4.6pp | 69.2%+1.9pp |
| Annual return | 0.45% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,483 | $1,769-16.2% | $2,266-34.5% | $1,899-21.9% |
| Participant deferral / active EE | $3,123 | $3,408-8.4% | $3,560-12.3% | $3,046+2.5% |
| Admin fee / account holder | $72 | $79-8.5% | $4,821-98.5% | $91-20.6% |