Filed July 30, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
LMCG INVESTMENTS LLC1 year Service code 27 · EIN 27-0282607 | Advisory (Plan) | $505,954 |
FINANCIAL DESIGNS, INC1 year Filed as: FINANCIAL DESIGNS CORPORATION Service code 27 · EIN 95-3688571 | Advisory (Plan) | $421,129 |
Service code 27 · EIN 45-4060756 | Advisory (Plan) | $375,819 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 27-5273468 | Advisory (Plan) | $344,477 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $202,550 |
MANCHESTER FINANCIAL INC1 year Service code 27 · EIN 95-4281964 | Advisory (Plan) | $202,550 |
DYNAMIC WEALTH ADVISORS1 year Service code 27 · EIN 26-3945512 | Advisory (Plan) | $196,150 |
CEDARSTONE ADVISORS INC1 year Service code 27 · EIN 47-1539900 | Advisory (Plan) | $185,790 |
WARREN STREET ADVISORS1 year Filed as: WARREN STREET WEALTH ADVISORS Service code 27 · EIN 47-1978730 | Advisory (Plan) | $132,813 |
GUARDIAN FINANCIAL1 year Filed as: GUARDIAN FINANCIAL PARTNERS LLC Service code 27 · EIN 82-1015229 | Advisory (Plan) | $125,839 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,832 | $96,393+247.4% | $112,887+196.6% | $96,393+247.4% |
| Participation rate | 98.8% | 71.3%+27.6pp | 80.5%+18.3pp | 71.3%+27.6pp |
| Annual return | 19.15% | 22.88%-3.7pp | 34.10%-14.9pp | 22.88%-3.7pp |
| Employer contribution / active EE | $8,556 | $3,238+164.2% | $4,563+87.5% | $3,238+164.2% |
| Participant deferral / active EE | $13,063 | $5,455+139.5% | $6,513+100.6% | $5,455+139.5% |
| Admin fee / account holder | $216 | $74+192.7% | $7,047-96.9% | $74+192.7% |