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 INC5 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $28,590 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,661 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$29,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,114 | $129,021-26.3% | $184,203-48.4% | $77,643+22.5% |
| Participation rate | 81.3% | 87.3%-6.0pp | 86.8%-5.5pp | 70.6%+10.8pp |
| Annual return | 12.99% | 33.27%-20.3pp | 28.81%-15.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,332 | $4,413-47.1% | $6,427-63.7% | $2,726-14.4% |
| Participant deferral / active EE | $5,732 | $7,297-21.5% | $9,131-37.2% | $4,647+23.3% |
| Admin fee / account holder | $41 | $254-83.9% | $13,901-99.7% | $430-90.5% |