Filed May 19, 2024
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 9-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 |
|---|---|---|
GYL FINANCIAL SYNERGIES2 years Filed as: GYL RESNICK Service code 26 55 POST ROAD WEST, SUITE 300 · WESTPORT, CT 06880 | Advisory (Participants) | $28,827 |
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 | $60,305 | $60,776-0.8% | $85,682-29.6% | $79,386-24.0% |
| Participation rate | 92.6% | 62.1%+30.5pp | 69.9%+22.7pp | 70.7%+21.9pp |
| Annual return | 14.21% | 16.57%-2.4pp | 21.49%-7.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,836 | $1,663+10.4% | $2,618-29.9% | $2,427-24.3% |
| Participant deferral / active EE | $6,204 | $2,919+112.6% | $3,923+58.2% | $4,046+53.4% |
| Admin fee / account holder | $202 | $438-54.0% | $6,873-97.1% | $626-67.8% |