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 INC5 years Filed as: VALMARK ADVISORS INC Service code 27 · EIN 31-1509466 | Advisory (Plan) | $12,826 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 | Contract Administrator | $3,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
DOWNEAST PENSION SERVICES, INC.9+ years Service code 13 · EIN 01-0472857 | Contract Administrator | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,800 | $76,050-10.8% | $96,544-29.8% | $71,457-5.1% |
| Participation rate | 79.3% | 74.4%+4.9pp | 76.0%+3.3pp | 67.9%+11.4pp |
| Annual return | 19.49% | 22.81%-3.3pp | 25.84%-6.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,202 | $2,244-46.5% | $2,965-59.5% | $2,588-53.6% |
| Participant deferral / active EE | $3,948 | $4,215-6.4% | $4,851-18.6% | $4,289-8.0% |
| Admin fee / account holder | $267 | $2,707-90.2% | $8,252-96.8% | $1,587-83.2% |