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 | $187,557 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,112 |
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 | $61,375 | $84,993-27.8% | $129,995-52.8% | $80,160-23.4% |
| Participation rate | 90.3% | 79.5%+10.8pp | 78.5%+11.8pp | 72.9%+17.4pp |
| Annual return | 22.85% | 23.76%-0.9pp | -137.18%+160.0pp | 40.38%-17.5pp |
| Employer contribution / active EE | $1,581 | $3,051-48.2% | $4,320-63.4% | $2,978-46.9% |
| Participant deferral / active EE | $4,517 | $4,984-9.4% | $5,820-22.4% | $5,017-10.0% |
| Admin fee / account holder | $67 | $391-82.9% | $10,614-99.4% | $145-54.0% |