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 | $143,143 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,732 |
GYL FINANCIAL SYNERGIES1 year 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 & CO, LLP Service code 10 · EIN 94-1341042 | Accounting | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,790 | $95,388+157.7% | $125,339+96.1% | $77,904+215.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 82.4%+7.6pp | 73.7%+16.3pp |
| Annual return | -17.50% | 116.19%-133.7pp | 572.05%-589.6pp | 12.21%-29.7pp |
| Employer contribution / active EE | $9,018 | $3,666+146.0% | $4,814+87.4% | $2,848+216.7% |
| Participant deferral / active EE | $12,241 | $7,711+58.7% | $7,446+64.4% | $4,806+154.7% |
| Admin fee / account holder | $138 | $119+16.0% | $10,010-98.6% | $133+4.0% |