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 INC3 years Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $28,000 |
BERRY DUNN1 year Service code 10 · EIN 01-0523282 | Accounting | $10,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,409 |
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 | $134,721 | $89,652+50.3% | $141,162-4.6% | $65,185+106.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.57% | 32.79%-9.2pp | 71.39%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $4,157 | $3,065+35.6% | $4,735-12.2% | $2,177+91.0% |
| Participant deferral / active EE | $9,329 | $5,691+63.9% | $6,709+39.1% | $3,514+165.5% |
| Admin fee / account holder | $199 | $569-65.0% | $10,261-98.1% | $847-76.5% |