Filed May 1, 2007
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 INC1 year Filed as: VALMARK ADVISORS INC Service code 51 · EIN 31-1509466 | Investment Mgmt Fees | $10,222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,272 | $65,376-18.5% | $87,100-38.8% | $65,185-18.3% |
| Participation rate | 74.5% | 75.3%-0.8pp | 76.9%-2.3pp | 70.2%+4.3pp |
| Annual return | 20.83% | 31.27%-10.4pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $419 | $1,822-77.0% | $2,521-83.4% | $2,177-80.7% |
| Participant deferral / active EE | $2,494 | $3,388-26.4% | $4,049-38.4% | $3,514-29.0% |
| Admin fee / account holder | $413 | $520-20.5% | $7,497-94.5% | $847-51.2% |