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 | $156,266 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,136 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,616 | $84,000-38.6% | $119,609-56.8% | $77,904-33.7% |
| Participation rate | 84.0% | 77.8%+6.2pp | 79.3%+4.8pp | 73.7%+10.3pp |
| Annual return | -17.52% | -11.59%-5.9pp | -14.97%-2.6pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,354 | $2,907-53.4% | $4,232-68.0% | $2,848-52.5% |
| Participant deferral / active EE | $4,138 | $4,705-12.0% | $5,602-26.1% | $4,806-13.9% |
| Admin fee / account holder | $59 | $116-49.1% | $10,323-99.4% | $133-55.5% |