Filed February 23, 2022 (most recent of 7 filings on file)
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 |
|---|---|---|
VALMARK ADVISERS INC2 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,049 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,551 | $111,491-22.4% | $189,513-54.3% | $86,799-0.3% |
| Participation rate | 77.3% | 87.3%-10.1pp | 87.8%-10.5pp | 72.3%+5.0pp |
| Annual return | 13.79% | 83.50%-69.7pp | 555.15%-541.4pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,737 | $3,951-56.0% | $6,162-71.8% | $2,405-27.8% |
| Participant deferral / active EE | $4,383 | $6,437-31.9% | $8,221-46.7% | $4,131+6.1% |
| Admin fee / account holder | $39 | $189-79.4% | $12,045-99.7% | $170-77.0% |