Filed November 9, 2005
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 |
|---|---|---|
GYL FINANCIAL SYNERGIES2+ years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $94,559 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,430 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,502 |
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 | $140,146 | $221,442-36.7% | $92,233+51.9% | $77,958+79.8% |
| Participation rate | 95.1% | 79.6%+15.5pp | 76.5%+18.6pp | 71.6%+23.5pp |
| Annual return | 16.17% | 15.65%+0.5pp | 176.28%-160.1pp | 20.87%-4.7pp |
| Employer contribution / active EE | $7,764 | $3,226+140.7% | $3,679+111.0% | $2,310+236.0% |
| Participant deferral / active EE | $8,417 | $2,779+202.9% | $3,897+116.0% | $3,537+138.0% |
| Admin fee / account holder | $56 | $210-73.3% | $5,194-98.9% | $97-42.6% |