Filed October 18, 2004 (most recent of 3 filings on file)
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 64 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770086 | Recordkeeping Fees | $1,600 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 515 MONMOUTH STREET · NEWPORT, KY 41071 | Advisory (Plan) | $210 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,537 | $111,608+23.2% | $177,821-22.7% | $73,409+87.4% |
| Participation rate | 92.1% | 87.9%+4.3pp | 87.7%+4.4pp | 72.2%+19.9pp |
| Annual return | 161.85% | 18.23%+143.6pp | 48.32%+113.5pp | 59.29%+102.6pp |
| Employer contribution / active EE | $4,991 | $3,796+31.5% | $5,918-15.7% | $2,234+123.5% |
| Participant deferral / active EE | $2,153 | $6,199-65.3% | $7,714-72.1% | $3,805-43.4% |
| Admin fee / account holder | $4 | $166-97.7% | $12,427-100.0% | $158-97.6% |