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 LLC2+ years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $36,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
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 | $111,365 | $63,924+74.2% | $108,579+2.6% | $55,167+101.9% |
| Participation rate | 83.1% | 74.3%+8.8pp | 79.6%+3.6pp | 69.0%+14.1pp |
| Annual return | 8.65% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,458 | $1,879+30.8% | $3,758-34.6% | $1,963+25.2% |
| Participant deferral / active EE | $5,506 | $3,067+79.5% | $4,311+27.7% | $3,054+80.3% |
| Admin fee / account holder | $13 | $618-97.9% | $7,645-99.8% | $504-97.4% |