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 ASSOCIATION8+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,391,406 |
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,221,444 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $914,082 |
CLS INVESTMENTS8+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $452,021 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $249,562 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $144,550 |
Filed as: SEQUOIA FINANCIAL ADVISORS Service code 26 · EIN 27-7729029 | Advisory (Participants) | $124,771 |
LARSON FINANCIAL GROUP LLC7 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $115,837 |
STRATEGIC WEALTH PARTNERS8+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $107,643 |
CARNEGIE INVESTMENT COUNSEL8+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $99,620 |
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 | $93,666 | $83,057+12.8% | $143,757-34.8% | $89,394+4.8% |
| Participation rate | 93.6% | 74.0%+19.6pp | 80.3%+13.3pp | 71.3%+22.3pp |
| Annual return | -16.24% | -13.97%-2.3pp | -0.04%-16.2pp | -11.89%-4.4pp |
| Employer contribution / active EE | $1,952 | $2,095-6.8% | $4,951-60.6% | $3,022-35.4% |
| Participant deferral / active EE | $6,870 | $4,281+60.5% | $5,637+21.9% | $5,123+34.1% |
| Admin fee / account holder | $107 | $83+29.0% | $14,673-99.3% | $79+34.9% |