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 INC4+ years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $16,607 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,778 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,100 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $369 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,827 | $98,982-3.2% | $162,163-40.9% | $65,185+47.0% |
| Participation rate | 95.9% | 85.8%+10.2pp | 87.6%+8.4pp | 70.2%+25.7pp |
| Annual return | 17.22% | 24.84%-7.6pp | 115.59%-98.4pp | 29.38%-12.2pp |
| Employer contribution / active EE | $3,903 | $3,467+12.6% | $5,614-30.5% | $2,177+79.3% |
| Participant deferral / active EE | $3,754 | $5,384-30.3% | $7,298-48.6% | $3,514+6.8% |
| Admin fee / account holder | $244 | $596-59.1% | $10,843-97.8% | $847-71.2% |