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.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,859 |
Service code 70 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $23,269 |
Service code 37 · EIN 04-2647786 P O BOX 77001 · CINCINNATI, OH 452770018 | Loan Processing | $8,578 |
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 | $47,995 | $67,228-28.6% | $117,854-59.3% | $77,958-38.4% |
| Participation rate | 76.4% | 79.4%-3.0pp | 79.7%-3.3pp | 71.6%+4.7pp |
| Annual return | 20.53% | 19.13%+1.4pp | 335.08%-314.5pp | 20.87%-0.3pp |
| Employer contribution / active EE | $816 | $2,211-63.1% | $3,786-78.4% | $2,310-64.7% |
| Participant deferral / active EE | $2,720 | $3,653-25.5% | $4,482-39.3% | $3,537-23.1% |
| Admin fee / account holder | $29 | $76-61.6% | $8,020-99.6% | $97-70.1% |