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 INC1 year Service code 27 · EIN 31-1509466 | Advisory (Plan) | $28,000 |
BERRY DUNN2 years Service code 10 · EIN 01-0523282 | Accounting | $11,630 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 17 · EIN 01-0472857 | Pension Consulting | $7,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,996 | $99,957+49.1% | $149,696-0.5% | $73,488+102.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 15.33% | 53.87%-38.5pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $6,653 | $3,191+108.5% | $4,644+43.3% | $2,270+193.1% |
| Participant deferral / active EE | $9,624 | $6,073+58.5% | $6,842+40.7% | $3,740+157.4% |
| Admin fee / account holder | $229 | $551-58.5% | $9,309-97.5% | $513-55.4% |