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 |
|---|---|---|
Service code 37 · EIN 04-2647786 P O BOX 77001 · CINCINNATI, OH 452770018 | Loan Processing | $177,454 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,090 |
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 | $53,314 | $73,125-27.1% | $125,175-57.4% | $77,787-31.5% |
| Participation rate | 79.8% | 79.4%+0.3pp | 79.8%0pp | 73.2%+6.6pp |
| Annual return | 26.63% | 24.71%+1.9pp | 43.79%-17.2pp | 32.57%-5.9pp |
| Employer contribution / active EE | $923 | $2,413-61.8% | $3,865-76.1% | $2,504-63.2% |
| Participant deferral / active EE | $3,185 | $3,966-19.7% | $4,937-35.5% | $3,967-19.7% |
| Admin fee / account holder | $66 | $89-26.1% | $9,702-99.3% | $100-34.0% |