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 LLC3+ years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $38,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,819 |
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 | $132,444 | $71,192+86.0% | $117,854+12.4% | $62,292+112.6% |
| Participation rate | 82.0% | 74.2%+7.8pp | 79.7%+2.3pp | 69.5%+12.5pp |
| Annual return | 15.49% | 18.66%-3.2pp | 335.08%-319.6pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,452 | $1,934+26.8% | $3,786-35.2% | $2,042+20.1% |
| Participant deferral / active EE | $5,753 | $3,189+80.4% | $4,482+28.4% | $3,169+81.5% |
| Admin fee / account holder | $12 | $587-97.9% | $8,020-99.8% | $479-97.5% |