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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,530 |
GYL FINANCIAL SYNERGIES5 years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $37,500 |
FRANK RIMERMAN & CO LLP5 years Filed as: FRANK RIMMERMAN Service code 10 · EIN 94-1341042 | Accounting | $16,275 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,987 |
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 | $304,043 | $122,186+148.8% | $146,958+106.9% | $199,593+52.3% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 17.55% | 30.56%-13.0pp | 418.34%-400.8pp | 34.25%-16.7pp |
| Employer contribution / active EE | $9,352 | $4,093+128.5% | $4,933+89.6% | $3,034+208.2% |
| Participant deferral / active EE | $14,096 | $8,502+65.8% | $8,070+74.7% | $5,087+177.1% |
| Admin fee / account holder | $70 | $179-61.0% | $12,998-99.5% | $269-74.1% |