Filed June 21, 2006
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,585 |
Service code 10 · EIN 04-2647786 P O BOX 77001 · CINCINNATI, OH 452770018 | Accounting | -$7,713 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,540 | $74,498-42.9% | $94,224-54.9% | $59,188-28.1% |
| Participation rate | 74.6% | 76.8%-2.2pp | 78.8%-4.1pp | 69.4%+5.2pp |
| Annual return | 3.55% | 2.76%+0.8pp | 10.68%-7.1pp | 5.51%-2.0pp |
| Employer contribution / active EE | $787 | $2,077-62.1% | $3,587-78.1% | $2,098-62.5% |
| Participant deferral / active EE | $2,475 | $3,433-27.9% | $4,320-42.7% | $3,265-24.2% |
| Admin fee / account holder | $5 | $103-95.1% | $6,269-99.9% | $92-94.5% |