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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $173,532 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,260 |
GYL FINANCIAL SYNERGIES2 years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $25,034 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN & CO., LLP Service code 10 · EIN 94-1341042 | Accounting | $15,750 |
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 | $298,488 | $120,450+147.8% | $159,436+87.2% | $93,030+220.9% |
| Participation rate | 99.1% | 78.0%+21.2pp | 82.8%+16.3pp | 73.9%+25.2pp |
| Annual return | 16.21% | 27.11%-10.9pp | 263.57%-247.4pp | 158.70%-142.5pp |
| Employer contribution / active EE | $7,614 | $3,526+116.0% | $4,829+57.7% | $2,706+181.4% |
| Participant deferral / active EE | $11,450 | $7,283+57.2% | $7,352+55.7% | $4,562+151.0% |
| Admin fee / account holder | $145 | $137+6.0% | $10,799-98.7% | $152-4.5% |