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 INC7+ years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $29,375 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,222 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,724 | $102,553-33.0% | $151,611-54.7% | $66,914+2.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.23% | -10.82%-2.4pp | 3.33%-16.6pp | 1.58%-14.8pp |
| Employer contribution / active EE | $4,113 | $4,180-1.6% | $6,166-33.3% | $2,544+61.7% |
| Participant deferral / active EE | $4,181 | $6,641-37.0% | $8,363-50.0% | $4,237-1.3% |
| Admin fee / account holder | $276 | $630-56.2% | $11,616-97.6% | $593-53.5% |