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 year Filed as: HALLIDAY FINANCIAL Service code 27 · EIN 46-2850591 | Advisory (Plan) | $42,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,263 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,617 | $81,474+98.4% | $133,956+20.6% | $73,488+119.9% |
| Participation rate | 80.5% | 76.4%+4.1pp | 79.8%+0.6pp | 70.7%+9.8pp |
| Annual return | 11.97% | 19.40%-7.4pp | 45.09%-33.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,343 | $2,209+6.0% | $3,919-40.2% | $2,270+3.2% |
| Participant deferral / active EE | $5,673 | $3,786+49.8% | $5,048+12.4% | $3,740+51.7% |
| Admin fee / account holder | $503 | $713-29.4% | $8,927-94.4% | $513-1.9% |