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 |
|---|---|---|
SYM FINANCIAL CORPORATION2 years Filed as: SYM FINANCIAL ADVISORS Service code 13 · EIN 35-1550787 | Contract Administrator | $27,019 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $16,250 |
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 | $25,739 | $50,637-49.2% | $86,590-70.3% | $62,292-58.7% |
| Participation rate | 86.2% | 67.9%+18.4pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 24.21% | 20.80%+3.4pp | 964.84%-940.6pp | 28.90%-4.7pp |
| Employer contribution / active EE | $1,850 | $2,075-10.9% | $2,839-34.8% | $2,042-9.4% |
| Participant deferral / active EE | $2,834 | $2,611+8.5% | $3,609-21.5% | $3,169-10.6% |
| Admin fee / account holder | $242 | $413-41.4% | $4,906-95.1% | $479-49.4% |