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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $143,273 |
LOCKE LORD LLP3 years Filed as: LOCKE LORD Service code 16 · EIN 74-1164324 | Consulting | $95,283 |
GYL FINANCIAL SYNERGIES5+ years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $75,000 |
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 | $198,529 | $81,719+142.9% | $101,248+96.1% | $90,288+119.9% |
| Participation rate | 97.5% | 80.7%+16.8pp | 75.8%+21.7pp | 73.4%+24.2pp |
| Annual return | 16.29% | 337.64%-321.3pp | 46.47%-30.2pp | 53.97%-37.7pp |
| Employer contribution / active EE | $8,716 | $3,622+140.6% | $3,660+138.2% | $2,524+245.3% |
| Participant deferral / active EE | $10,776 | $3,310+225.6% | $4,370+146.6% | $4,232+154.6% |
| Admin fee / account holder | $116 | $162-28.3% | $5,945-98.0% | $114+1.7% |