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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,655 |
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $18,716 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMMERMAN Service code 10 · EIN 94-1341042 | Accounting | $15,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,670 | $100,801+169.5% | $149,696+81.5% | $73,409+270.1% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 19.28% | 265.34%-246.1pp | 276.60%-257.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $8,389 | $3,312+153.3% | $4,644+80.6% | $2,234+275.6% |
| Participant deferral / active EE | $11,801 | $6,404+84.3% | $6,842+72.5% | $3,805+210.1% |
| Admin fee / account holder | $52 | $181-71.2% | $9,309-99.4% | $158-67.1% |