Filed January 23, 2019 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Filed as: VALMARK Service code 26 · EIN 31-1509466 | Advisory (Participants) | $25,595 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,853 | $89,739-5.4% | $149,718-43.3% | $62,292+36.2% |
| Participation rate | 94.6% | 85.1%+9.5pp | 87.1%+7.5pp | 69.5%+25.1pp |
| Annual return | 14.68% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,565 | $3,233+10.3% | $5,445-34.5% | $2,042+74.6% |
| Participant deferral / active EE | $3,266 | $4,797-31.9% | $6,569-50.3% | $3,169+3.1% |
| Admin fee / account holder | $536 | $551-2.7% | $11,283-95.2% | $479+11.9% |