Filed July 24, 2010
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 |
|---|---|---|
HALLIDAY FINANCIAL LLC1+ years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $40,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,788 |
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 | $106,614 | $57,108+86.7% | $94,224+13.1% | $52,331+103.7% |
| Participation rate | 94.2% | 72.9%+21.2pp | 78.8%+15.4pp | 68.1%+26.1pp |
| Annual return | -0.35% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,832 | $1,735+63.2% | $3,587-21.0% | $1,882+50.5% |
| Participant deferral / active EE | $6,632 | $3,040+118.2% | $4,320+53.5% | $3,022+119.4% |
| Admin fee / account holder | $12 | $546-97.8% | $6,269-99.8% | $592-97.9% |