Filed December 23, 1992
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 |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,553,126 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,059,360 |
CLS INVESTMENTS10+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $504,970 |
Filed as: SEQUOIA FINANCIAL ADVISORS Service code 26 · EIN 27-7729029 | Advisory (Participants) | $207,038 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH ADVISORS LLC Service code 26 · EIN 30-2781674 | Advisory (Participants) | $156,207 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $138,898 |
LARSON FINANCIAL GROUP LLC9 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $128,703 |
CARNEGIE INVESTMENT COUNSEL10+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $103,232 |
STRATEGIC WEALTH PARTNERS10+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $89,171 |
PRASAD I ELAMANA1 year Filed as: PRASAD WEALTH PARTNERS Service code 26 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Participants) | $86,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,466 | $73,283+52.1% | $155,567-28.3% | $106,408+4.8% |
| Participation rate | 93.8% | 73.3%+20.5pp | 78.2%+15.6pp | 69.9%+23.9pp |
| Annual return | 23.22% | 15.76%+7.5pp | 64.74%-41.5pp | 17.37%+5.8pp |
| Employer contribution / active EE | $2,072 | $2,241-7.5% | $4,674-55.7% | $3,361-38.4% |
| Participant deferral / active EE | $7,277 | $4,567+59.4% | $5,628+29.3% | $5,567+30.7% |
| Admin fee / account holder | $84 | $56+50.9% | $15,916-99.5% | $79+6.6% |