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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,954 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN & CO LLP Service code 10 · EIN 94-1341042 | Accounting | $19,975 |
GYL FINANCIAL SYNERGIES1 year Service code 16 · EIN 81-3326476 | Consulting | $16,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,361 |
Form 5500 reported that benefits due were not provided when due.
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 | $225,957 | $155,795+45.0% | $136,294+65.8% | $69,631+224.5% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 70.7%+22.5pp |
| Annual return | 18.50% | 232464.33%-232445.8pp | 5155.94%-5137.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $8,144 | $2,991+172.3% | $4,695+73.5% | $2,032+300.8% |
| Participant deferral / active EE | $10,516 | $5,394+95.0% | $6,247+68.3% | $3,224+226.2% |
| Admin fee / account holder | $52 | $128-59.1% | $9,243-99.4% | $110-52.5% |