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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,216 |
FRANK RIMERMAN & CO LLP4 years Filed as: FRANK RIMMERMAN Service code 10 · EIN 94-1341042 | Accounting | $15,750 |
GYL FINANCIAL SYNERGIES4 years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,706 |
Form 5500 reported that benefits due were not provided when due.
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 | $285,120 | $107,459+165.3% | $135,903+109.8% | $80,160+255.7% |
| Participation rate | 93.1% | 78.0%+15.1pp | 81.9%+11.2pp | 72.9%+20.2pp |
| Annual return | 20.17% | 91.91%-71.7pp | 68.23%-48.1pp | 40.38%-20.2pp |
| Employer contribution / active EE | $9,220 | $3,877+137.8% | $4,856+89.9% | $2,978+209.6% |
| Participant deferral / active EE | $13,653 | $8,195+66.6% | $7,758+76.0% | $5,017+172.1% |
| Admin fee / account holder | $41 | $127-67.5% | $10,762-99.6% | $145-71.6% |