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 INC4 years Filed as: VALMARK ADVISORS INC Service code 27 · EIN 31-1509466 | Advisory (Plan) | $5,685 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 13 · EIN 01-0472857 | Contract Administrator | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,375 | $65,435-12.3% | $86,677-33.8% | $66,914-14.3% |
| Participation rate | 78.5% | 75.5%+3.1pp | 76.6%+1.9pp | 69.8%+8.7pp |
| Annual return | -14.34% | -10.89%-3.5pp | 35.91%-50.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,039 | $2,153-51.8% | $2,836-63.4% | $2,544-59.2% |
| Participant deferral / active EE | $3,237 | $4,100-21.0% | $4,656-30.5% | $4,237-23.6% |
| Admin fee / account holder | $213 | $642-66.8% | $7,493-97.2% | $593-64.1% |