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 ASSOCIATION9+ years Filed as: KEY PRIVATE BANK Service code 26 · EIN 34-0797057 | Advisory (Participants) | $1,369,266 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,149,382 |
CLS INVESTMENTS9+ years Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $467,456 |
Service code 26 · EIN 47-2589461 | Advisory (Participants) | $208,303 |
Filed as: SEQUOIA FINANCIAL ADVISORS Service code 26 · EIN 27-7729029 | Advisory (Participants) | $160,913 |
LARSON FINANCIAL GROUP LLC8 years Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $134,097 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $128,456 |
STRATEGIC WEALTH PARTNERS9+ years Service code 26 · EIN 26-2328809 | Advisory (Participants) | $107,127 |
CARNEGIE INVESTMENT COUNSEL9+ years Service code 26 · EIN 26-4766975 | Advisory (Participants) | $98,646 |
Filed as: REGAL INVESTMENT ADVISORS Service code 26 · EIN 60-0171190 | Advisory (Participants) | $82,652 |
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 | $105,863 | $68,330+54.9% | $149,673-29.3% | $96,393+9.8% |
| Participation rate | 83.0% | 74.6%+8.4pp | 78.8%+4.2pp | 71.3%+11.7pp |
| Annual return | 19.38% | 29.64%-10.3pp | 134.42%-115.0pp | 22.88%-3.5pp |
| Employer contribution / active EE | $1,817 | $2,139-15.0% | $4,818-62.3% | $3,238-43.9% |
| Participant deferral / active EE | $6,387 | $4,422+44.5% | $5,680+12.5% | $5,455+17.1% |
| Admin fee / account holder | $89 | $52+71.4% | $13,210-99.3% | $74+20.6% |