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 INC4 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $24,309 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,924 | $100,227-15.3% | $169,993-50.0% | $74,419+14.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 87.0%-3.7pp | 70.7%+12.6pp |
| Annual return | 16.90% | 66.08%-49.2pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,256 | $4,263-47.1% | $6,785-66.8% | $2,637-14.5% |
| Participant deferral / active EE | $5,760 | $7,143-19.4% | $10,408-44.7% | $4,528+27.2% |
| Admin fee / account holder | $23 | $234-90.2% | $12,815-99.8% | $348-93.4% |