Filed April 8, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,683 |
GYL FINANCIAL SYNERGIES6 years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $25,000 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMERMAN Service code 10 · EIN 94-1341042 | Accounting | $23,050 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,637 | $145,877+137.6% | $150,045+131.0% | $102,872+237.0% |
| Participation rate | 93.8% | 79.8%+13.9pp | 82.3%+11.4pp | 73.0%+20.7pp |
| Annual return | 17.01% | 21.37%-4.4pp | 62.55%-45.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $9,734 | $4,710+106.7% | $4,693+107.4% | $3,526+176.0% |
| Participant deferral / active EE | $14,691 | $9,491+54.8% | $7,997+83.7% | $5,535+165.4% |
| Admin fee / account holder | $90 | $176-48.7% | $13,435-99.3% | $292-69.1% |