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 |
|---|---|---|
STRATOS WEALTH PARTNERS2+ years Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 30575 BAINBRIDGE RD STE 100 · SOLON, OH 44139 | Advisory (Plan) | $8,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,722 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES INC Service code 10 122 FORTH ST NW · NEW PHILADELPHIA, OH 446635120 | Accounting | $4,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,481 |
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 | $58,285 | $63,905-8.8% | $74,183-21.4% | $57,658+1.1% |
| Participation rate | 72.5% | 79.8%-7.3pp | 76.6%-4.1pp | 70.2%+2.3pp |
| Annual return | 9.66% | 60.60%-50.9pp | 17.74%-8.1pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,496 | $1,840-18.7% | $2,370-36.9% | $1,974-24.2% |
| Participant deferral / active EE | $3,064 | $3,448-11.1% | $3,550-13.7% | $3,061+0.1% |
| Admin fee / account holder | $84 | $91-7.3% | $5,586-98.5% | $95-10.7% |