See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HALLIDAY FINANCIAL LLC4 years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $132,143 |
TSA PORTFOLIO MANAGEMENT1 year Filed as: TSA PORTFOLIO MANAGEMENT INC Service code 27 · EIN 11-3080149 | Advisory (Plan) | $18,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,400 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,890 | $89,436+32.9% | $164,813-27.9% | $77,643+53.1% |
| Participation rate | 93.1% | 78.6%+14.5pp | 78.6%+14.5pp | 70.6%+22.6pp |
| Annual return | 12.75% | 28.83%-16.1pp | 69.93%-57.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,714 | $2,569-33.3% | $4,341-60.5% | $2,726-37.1% |
| Participant deferral / active EE | $5,718 | $4,897+16.8% | $6,031-5.2% | $4,647+23.0% |
| Admin fee / account holder | $53 | $339-84.3% | $12,690-99.6% | $430-87.6% |