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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,736 |
GYL FINANCIAL SYNERGIES6+ years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $125,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $107,902 |
LOCKE LORD LLP4 years Filed as: LOCKE LORD Service code 16 · EIN 74-1164324 | Consulting | $24,413 |
Form 5500 reported that benefits due were not provided when due.
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 | $221,240 | $88,770+149.2% | $109,143+102.7% | $93,030+137.8% |
| Participation rate | 96.8% | 81.5%+15.3pp | 75.9%+20.9pp | 73.9%+22.9pp |
| Annual return | 13.57% | 60.64%-47.1pp | 25.75%-12.2pp | 158.70%-145.1pp |
| Employer contribution / active EE | $9,068 | $3,780+139.9% | $3,722+143.6% | $2,706+235.1% |
| Participant deferral / active EE | $11,522 | $3,630+217.4% | $4,653+147.6% | $4,562+152.5% |
| Admin fee / account holder | $114 | $172-33.6% | $6,752-98.3% | $152-24.5% |