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 |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,906,142 |
KEY BANK NATIONAL ASSOCIATION6+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,046,126 |
CLS INVESTMENTS6+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $370,996 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $204,666 |
STRATEGIC WEALTH PARTNERS6+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $118,997 |
STRATOS WEALTH PARTNERS6+ years Service code 26 · EIN 27-5273468 | Advisory (Participants) | $116,220 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $116,208 |
LARSON FINANCIAL GROUP LLC5 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $95,158 |
CARNEGIE INVESTMENT COUNSEL6+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $82,968 |
Service code 26 · EIN 52-1542454 | Advisory (Participants) | $81,768 |
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 | $106,695 | $66,513+60.4% | $178,490-40.2% | $106,222+0.4% |
| Participation rate | 93.3% | 73.8%+19.5pp | 81.9%+11.4pp | 70.8%+22.5pp |
| Annual return | 17.48% | 21.81%-4.3pp | 151.07%-133.6pp | 21.69%-4.2pp |
| Employer contribution / active EE | $1,719 | $1,776-3.2% | $5,011-65.7% | $2,723-36.9% |
| Participant deferral / active EE | $5,900 | $3,679+60.4% | $5,202+13.4% | $4,600+28.3% |
| Admin fee / account holder | $103 | $53+91.8% | $13,984-99.3% | $78+30.9% |