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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,808 |
GYL FINANCIAL SYNERGIES4+ years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $75,000 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD LLC Service code 16 · EIN 74-1164324 | Consulting | $42,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,116 |
Form 5500 reported that benefits due were not provided when due.
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 | $160,330 | $66,051+142.7% | $92,893+72.6% | $77,787+106.1% |
| Participation rate | 97.0% | 81.0%+16.0pp | 76.0%+21.0pp | 73.2%+23.8pp |
| Annual return | 22.13% | 20.69%+1.4pp | 109.41%-87.3pp | 32.57%-10.4pp |
| Employer contribution / active EE | $8,284 | $3,426+141.8% | $3,653+126.8% | $2,504+230.8% |
| Participant deferral / active EE | $9,859 | $3,013+227.2% | $4,236+132.7% | $3,967+148.5% |
| Admin fee / account holder | $69 | $148-53.4% | $5,794-98.8% | $100-31.2% |