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 | $142,169 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,645 | $82,783-21.9% | $133,956-51.7% | $90,288-28.4% |
| Participation rate | 78.7% | 81.3%-2.6pp | 79.8%-1.1pp | 73.4%+5.4pp |
| Annual return | 21.25% | 21.89%-0.6pp | 45.09%-23.8pp | 53.97%-32.7pp |
| Employer contribution / active EE | $877 | $2,388-63.3% | $3,919-77.6% | $2,524-65.2% |
| Participant deferral / active EE | $3,459 | $4,291-19.4% | $5,048-31.5% | $4,232-18.3% |
| Admin fee / account holder | $58 | $93-37.3% | $8,927-99.3% | $114-49.0% |