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 |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,870 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISORS INC Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $7,161 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,802 | $52,953-68.3% | $172,739-90.3% | $65,185-74.2% |
| Participation rate | 54.4% | 66.2%-11.8pp | 82.6%-28.3pp | 70.2%-15.8pp |
| Annual return | 14.80% | 30.12%-15.3pp | 802.84%-788.0pp | 29.38%-14.6pp |
| Employer contribution / active EE | $371 | $2,190-83.1% | $5,143-92.8% | $2,177-83.0% |
| Participant deferral / active EE | $477 | $2,471-80.7% | $5,198-90.8% | $3,514-86.4% |
| Admin fee / account holder | $176 | $472-62.7% | $13,954-98.7% | $847-79.2% |