Filed January 27, 2017
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 4-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 13 · EIN 06-1050034 | Contract Administrator | $325,540 |
GYL FINANCIAL SYNERGIES1+ years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $69,375 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $44,842 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,878 | $114,195-18.7% | $106,548-12.8% | $93,030-0.2% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.1%+21.3pp | 73.9%+23.5pp |
| Annual return | 12.64% | 22.18%-9.5pp | 26.80%-14.2pp | 158.70%-146.1pp |
| Employer contribution / active EE | $2,623 | $4,009-34.6% | $2,819-6.9% | $2,706-3.1% |
| Participant deferral / active EE | $4,507 | $5,908-23.7% | $4,398+2.5% | $4,562-1.2% |
| Admin fee / account holder | $126 | $105+20.0% | $7,407-98.3% | $152-17.1% |