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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $268,019 |
GYL FINANCIAL SYNERGIES8+ years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263476 | Consulting | $100,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,854 |
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 | $185,490 | $88,480+109.6% | $96,683+91.9% | $80,160+131.4% |
| Participation rate | 96.8% | 79.9%+16.9pp | 74.3%+22.4pp | 72.9%+23.8pp |
| Annual return | 17.77% | 22.53%-4.8pp | 35.69%-17.9pp | 40.38%-22.6pp |
| Employer contribution / active EE | $8,403 | $4,176+101.2% | $3,737+124.9% | $2,978+182.2% |
| Participant deferral / active EE | $11,321 | $3,959+186.0% | $4,878+132.1% | $5,017+125.6% |
| Admin fee / account holder | $98 | $212-53.8% | $6,730-98.5% | $145-32.4% |