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.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,630 |
Service code 10 · EIN 04-2647786 P O BOX 77001 · CINCINNATI, OH 452770018 | Accounting | $17,004 |
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 | $42,167 | $61,125-31.0% | $108,579-61.2% | $63,975-34.1% |
| Participation rate | 77.2% | 80.5%-3.3pp | 79.6%-2.4pp | 71.1%+6.0pp |
| Annual return | 21.07% | 14.06%+7.0pp | -51.70%+72.8pp | 48.65%-27.6pp |
| Employer contribution / active EE | $753 | $2,237-66.3% | $3,758-80.0% | $2,182-65.5% |
| Participant deferral / active EE | $2,398 | $3,574-32.9% | $4,311-44.4% | $3,356-28.6% |
| Admin fee / account holder | $17 | $72-75.9% | $7,645-99.8% | $70-75.4% |