See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC5 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $32,000 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 27 · EIN 15-0395735 | Advisory (Plan) | $7,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,076 | $101,317+65.9% | $146,958+14.4% | $74,495+125.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.81% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,134 | $3,810+34.7% | $4,933+4.1% | $2,623+95.7% |
| Participant deferral / active EE | $13,967 | $7,303+91.2% | $8,070+73.1% | $4,346+221.4% |
| Admin fee / account holder | $12 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |