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 INC5+ years Filed as: OBERWEIS SECURITIES INC Service code 55 · EIN 36-4106772 | Other Commissions | $72,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,779 |
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 | $141,139 | $49,138+187.2% | $84,015+68.0% | $65,185+116.5% |
| Participation rate | 99.6% | 60.7%+38.8pp | 69.0%+30.6pp | 70.2%+29.4pp |
| Annual return | 25.24% | 23.00%+2.2pp | 71.31%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,196 | $914+140.3% | $1,983+10.7% | $2,177+0.9% |
| Participant deferral / active EE | $9,561 | $2,397+298.9% | $3,239+195.2% | $3,514+172.1% |
| Admin fee / account holder | $21 | $543-96.1% | $6,101-99.6% | $847-97.5% |