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 PARTNERS3+ 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 | $6,356 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,246 |
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 | $60,270 | $69,305-13.0% | $82,313-26.8% | $69,631-13.4% |
| Participation rate | 76.1% | 80.3%-4.2pp | 76.9%-0.8pp | 70.7%+5.4pp |
| Annual return | 14.99% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,475 | $1,887-21.8% | $2,428-39.3% | $2,032-27.4% |
| Participant deferral / active EE | $3,347 | $3,568-6.2% | $3,706-9.7% | $3,224+3.8% |
| Admin fee / account holder | $25 | $97-74.0% | $5,608-99.5% | $110-77.1% |