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 INC8+ years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $26,174 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,316 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,517 | $130,194-42.0% | $169,993-55.6% | $71,457+5.7% |
| Participation rate | 98.6% | 86.1%+12.4pp | 87.0%+11.6pp | 67.9%+30.6pp |
| Annual return | 15.10% | 20.37%-5.3pp | 53.37%-38.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $4,523 | $4,381+3.2% | $6,785-33.3% | $2,588+74.8% |
| Participant deferral / active EE | $4,316 | $6,923-37.7% | $10,408-58.5% | $4,289+0.6% |
| Admin fee / account holder | $246 | $966-74.6% | $12,815-98.1% | $1,587-84.5% |