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 LLC4+ years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $42,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,274 |
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 | $122,911 | $66,302+85.4% | $110,238+11.5% | $56,287+118.4% |
| Participation rate | 91.1% | 74.9%+16.2pp | 79.8%+11.3pp | 69.9%+21.3pp |
| Annual return | -6.01% | -1.18%-4.8pp | 314.74%-320.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,951 | $2,047+44.2% | $3,826-22.9% | $2,111+39.8% |
| Participant deferral / active EE | $7,060 | $3,381+108.8% | $4,672+51.1% | $3,350+110.8% |
| Admin fee / account holder | $16 | $698-97.7% | $8,547-99.8% | $521-96.9% |