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 | $376,767 |
GYL FINANCIAL SYNERGIES2+ years Filed as: GYL FINANCIAL SYNERGIES LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $72,500 |
BDO USA, LLP2+ years Service code 16 · EIN 13-5381590 | Consulting | $24,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,537 | $136,266-43.8% | $90,749-15.7% | $77,904-1.8% |
| Participation rate | 97.3% | 86.6%+10.7pp | 75.7%+21.6pp | 73.7%+23.6pp |
| Annual return | -14.94% | -11.32%-3.6pp | -12.16%-2.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,729 | $4,215-35.3% | $2,921-6.6% | $2,848-4.2% |
| Participant deferral / active EE | $4,649 | $6,353-26.8% | $4,564+1.9% | $4,806-3.3% |
| Admin fee / account holder | $142 | $399-64.3% | $8,445-98.3% | $133+7.3% |