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 INC6+ years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,324 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,992 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,723 | $121,341-16.2% | $189,513-46.3% | $79,386+28.1% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.8%+6.3pp | 70.7%+23.4pp |
| Annual return | 12.04% | 21.08%-9.0pp | 555.15%-543.1pp | 116.85%-104.8pp |
| Employer contribution / active EE | $4,557 | $3,915+16.4% | $6,162-26.0% | $2,427+87.7% |
| Participant deferral / active EE | $4,673 | $6,395-26.9% | $8,221-43.2% | $4,046+15.5% |
| Admin fee / account holder | $326 | $651-50.0% | $12,045-97.3% | $626-48.0% |