Filed April 6, 2016
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 |
|---|---|---|
OBERWEIS ASSET MANAGEMENT INC3+ years Filed as: OBERWEIS SECURITIES INC Service code 55 · EIN 36-4106772 | Other Commissions | $71,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
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 | $132,433 | $51,466+157.3% | $78,778+68.1% | $62,292+112.6% |
| Participation rate | 96.7% | 59.8%+36.9pp | 69.2%+27.5pp | 69.5%+27.2pp |
| Annual return | 19.20% | 19.96%-0.8pp | 35.62%-16.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,896 | $827+129.2% | $1,986-4.5% | $2,042-7.1% |
| Participant deferral / active EE | $7,844 | $2,147+265.3% | $2,958+165.1% | $3,169+147.5% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.6% |