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 INC4+ years Filed as: VALMARK ADVISORS, INC Service code 27 · EIN 31-1509466 | Advisory (Plan) | $60,000 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,406 |
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 | $70,821 | $37,196+90.4% | $154,107-54.0% | $55,725+27.1% |
| Participation rate | 96.3% | 64.1%+32.2pp | 83.0%+13.3pp | 70.9%+25.5pp |
| Annual return | -6.33% | 1319.68%-1326.0pp | 735.12%-741.4pp | 244.93%-251.3pp |
| Employer contribution / active EE | $3,706 | $1,614+129.6% | $5,298-30.0% | $2,078+78.3% |
| Participant deferral / active EE | $5,718 | $2,068+176.5% | $5,081+12.6% | $3,356+70.4% |
| Admin fee / account holder | $23 | $102-77.2% | $13,411-99.8% | $115-79.9% |