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 INC6+ years Filed as: OBERWEIS SECURITIES INC Service code 55 · EIN 36-4106772 | Other Commissions | $63,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,484 | $54,573+186.7% | $90,951+72.1% | $73,488+112.9% |
| Participation rate | 99.1% | 61.2%+37.9pp | 69.0%+30.1pp | 70.7%+28.4pp |
| Annual return | 15.08% | 16.69%-1.6pp | 134.60%-119.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $841 | $991-15.1% | $2,122-60.3% | $2,270-62.9% |
| Participant deferral / active EE | $10,878 | $2,517+332.2% | $3,373+222.5% | $3,740+190.9% |
| Admin fee / account holder | $26 | $521-95.0% | $5,959-99.6% | $513-94.9% |