Filed January 31, 1
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 |
|---|---|---|
Filed as: SYM FINANCIAL ADVISORS Service code 13 · EIN 35-1550787 | Contract Administrator | $19,317 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $9,066 |
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 | $22,220 | $43,423-48.8% | $78,689-71.8% | $55,167-59.7% |
| Participation rate | 78.5% | 68.0%+10.5pp | 73.6%+4.9pp | 69.0%+9.5pp |
| Annual return | 12.46% | 11.53%+0.9pp | 62.18%-49.7pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,599 | $1,997-19.9% | $2,851-43.9% | $1,963-18.5% |
| Participant deferral / active EE | $2,554 | $2,509+1.8% | $3,517-27.4% | $3,054-16.4% |
| Admin fee / account holder | $189 | $416-54.5% | $4,510-95.8% | $504-62.5% |