Filed April 26, 2011 (most recent of 5 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 INC2+ years Filed as: VALMARK ADVISORS, INC Service code 27 · EIN 31-1509466 | Advisory (Plan) | $34,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,875 |
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 | $68,012 | $36,916+84.2% | $156,549-56.6% | $57,658+18.0% |
| Participation rate | 97.9% | 63.4%+34.5pp | 84.0%+13.9pp | 70.2%+27.7pp |
| Annual return | 8.30% | 12.38%-4.1pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,341 | $1,571+112.7% | $5,501-39.3% | $1,974+69.3% |
| Participant deferral / active EE | $5,075 | $1,926+163.6% | $4,871+4.2% | $3,061+65.8% |
| Admin fee / account holder | $47 | $82-43.3% | $13,027-99.6% | $95-50.5% |