Filed April 6, 2016
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 |
|---|---|---|
OBERWEIS ASSET MANAGEMENT INC7+ years Filed as: OBERWEIS SECURITIES INC Service code 55 · EIN 36-4106772 | Other Commissions | $70,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,761 | $59,263+221.9% | $96,562+97.6% | $79,386+140.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 17.25% | 27.07%-9.8pp | 37.78%-20.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,451 | $1,216+19.4% | $2,356-38.4% | $2,427-40.2% |
| Participant deferral / active EE | $11,097 | $2,948+276.4% | $3,849+188.3% | $4,046+174.3% |
| Admin fee / account holder | $20 | $658-97.0% | $6,181-99.7% | $626-96.8% |