Filed November 12, 2004
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 |
|---|---|---|
SYM FINANCIAL CORPORATION2 years Filed as: SYM FINANCIAL ADVISORS Service code 27 · EIN 35-1550787 | Advisory (Plan) | $43,269 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $19,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,411 | $86,929+91.4% | $102,423+62.5% | $80,856+105.8% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | 12.18% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,713 | $2,369+14.5% | $3,023-10.3% | $2,755-1.5% |
| Participant deferral / active EE | $4,857 | $4,118+17.9% | $5,053-3.9% | $4,296+13.1% |
| Admin fee / account holder | $528 | $8,049-93.4% | $9,451-94.4% | $6,918-92.4% |