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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $120,632 |
GYL FINANCIAL SYNERGIES7+ years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $100,000 |
LOCKE LORD LLP5 years Filed as: LOCKE LORD Service code 16 · EIN 74-1164324 | Consulting | $6,330 |
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 | $166,992 | $76,774+117.5% | $112,228+48.8% | $77,904+114.4% |
| Participation rate | 89.4% | 80.2%+9.3pp | 75.1%+14.4pp | 73.7%+15.8pp |
| Annual return | -16.05% | -10.25%-5.8pp | 27.45%-43.5pp | 12.21%-28.3pp |
| Employer contribution / active EE | $7,491 | $3,977+88.4% | $3,635+106.1% | $2,848+163.1% |
| Participant deferral / active EE | $9,914 | $3,778+162.4% | $4,728+109.7% | $4,806+106.3% |
| Admin fee / account holder | $102 | $239-57.2% | $6,410-98.4% | $133-22.9% |