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 INC4+ years Filed as: OBERWEIS SECURITIES INC Service code 55 · EIN 36-4106772 | Other Commissions | $80,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
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 | $119,891 | $42,548+181.8% | $74,550+60.8% | $56,287+113.0% |
| Participation rate | 99.1% | 60.5%+38.6pp | 69.1%+30.0pp | 69.9%+29.3pp |
| Annual return | -4.45% | 12.40%-16.9pp | 32.53%-37.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,526 | $855+195.4% | $1,961+28.8% | $2,111+19.7% |
| Participant deferral / active EE | $9,036 | $2,277+296.8% | $3,108+190.7% | $3,350+169.8% |
| Admin fee / account holder | $10 | $467-97.8% | $5,060-99.8% | $521-98.0% |