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 Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $30,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,409 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,588 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,728 | $44,734-31.3% | $99,443-69.1% | $67,579-54.5% |
| Participation rate | 80.5% | 66.2%+14.3pp | 73.8%+6.6pp | 71.3%+9.2pp |
| Annual return | 18.96% | 32.45%-13.5pp | 30.72%-11.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $426 | $1,261-66.2% | $2,540-83.2% | $2,148-80.2% |
| Participant deferral / active EE | $1,478 | $2,731-45.9% | $3,619-59.2% | $3,539-58.2% |
| Admin fee / account holder | $97 | $120-18.7% | $6,250-98.4% | $142-31.6% |