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 INC10+ years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $33,681 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,357 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,830 | $132,049-19.1% | $200,582-46.7% | $74,304+43.8% |
| Participation rate | 97.7% | 84.1%+13.6pp | 86.9%+10.8pp | 60.3%+37.3pp |
| Annual return | 15.67% | 22.22%-6.5pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $5,244 | $4,558+15.1% | $6,419-18.3% | $2,241+134.0% |
| Participant deferral / active EE | $4,958 | $7,213-31.3% | $9,331-46.9% | $3,767+31.6% |
| Admin fee / account holder | $319 | $2,405-86.7% | $16,305-98.0% | $2,969-89.3% |