Filed April 24, 1997 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $332,519 |
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $93,750 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $43,112 |
Service code 10 · EIN 54-1821403 | Accounting | $22,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,234 | $88,730-46.8% | $82,313-42.6% | $77,958-39.4% |
| Participation rate | 91.9% | 84.5%+7.4pp | 76.9%+15.0pp | 71.6%+20.3pp |
| Annual return | 19.21% | 20.88%-1.7pp | 25.88%-6.7pp | 20.87%-1.7pp |
| Employer contribution / active EE | $1,660 | $2,758-39.8% | $2,428-31.6% | $2,310-28.1% |
| Participant deferral / active EE | $4,488 | $4,634-3.2% | $3,706+21.1% | $3,537+26.9% |
| Admin fee / account holder | $71 | $74-3.9% | $5,608-98.7% | $97-27.0% |