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 INC3+ years Filed as: VALMARK ADVISORS, INC Service code 27 · EIN 31-1509466 | Advisory (Plan) | $45,800 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,406 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,892 | $46,173+70.9% | $170,442-53.7% | $69,631+13.3% |
| Participation rate | 97.5% | 63.9%+33.6pp | 83.6%+13.9pp | 70.7%+26.9pp |
| Annual return | 22.73% | 21.62%+1.1pp | 205.93%-183.2pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $3,460 | $1,610+114.9% | $5,433-36.3% | $2,032+70.3% |
| Participant deferral / active EE | $5,205 | $2,080+150.2% | $4,939+5.4% | $3,224+61.5% |
| Admin fee / account holder | $57 | $116-50.9% | $13,880-99.6% | $110-48.4% |