Filed October 18, 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 8-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 |
|---|---|---|
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 28 · EIN 81-3263476 | Investment Management | $29,734 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,125 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,891 | $62,267+2.6% | $110,238-42.0% | $55,725+14.7% |
| Participation rate | 92.5% | 78.1%+14.4pp | 79.8%+12.7pp | 70.9%+21.6pp |
| Annual return | 14.54% | -1.07%+15.6pp | 314.74%-300.2pp | 244.93%-230.4pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,668 | $3,516+4.3% | $4,672-21.5% | $3,356+9.3% |
| Admin fee / account holder | $19 | $121-84.1% | $8,547-99.8% | $115-83.3% |