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 INC9+ years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $29,239 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,069 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,300 |
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 | $93,447 | $122,239-23.6% | $184,203-49.3% | $74,495+25.4% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.2pp | 67.2%+29.9pp |
| Annual return | 11.37% | 19.95%-8.6pp | 28.81%-17.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,605 | $4,537+1.5% | $6,427-28.3% | $2,623+75.6% |
| Participant deferral / active EE | $4,251 | $7,139-40.5% | $9,131-53.4% | $4,346-2.2% |
| Admin fee / account holder | $297 | $1,260-76.5% | $13,901-97.9% | $1,942-84.7% |