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 LLC5+ years Service code 27 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Advisory (Plan) | $37,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,664 |
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 | $150,380 | $86,332+74.2% | $125,175+20.1% | $65,185+130.7% |
| Participation rate | 81.4% | 75.3%+6.1pp | 79.8%+1.6pp | 70.2%+11.2pp |
| Annual return | 20.77% | 27.43%-6.7pp | 43.79%-23.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,602 | $2,040+27.5% | $3,865-32.7% | $2,177+19.5% |
| Participant deferral / active EE | $6,352 | $3,537+79.6% | $4,937+28.7% | $3,514+80.8% |
| Admin fee / account holder | $190 | $609-68.8% | $9,702-98.0% | $847-77.5% |