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 |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,860 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $16,377 |
Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,394 | $55,453-27.2% | $170,442-76.3% | $62,292-35.2% |
| Participation rate | 61.4% | 66.4%-5.0pp | 83.6%-22.2pp | 69.5%-8.1pp |
| Annual return | 25.17% | 21.38%+3.8pp | 205.93%-180.8pp | 28.90%-3.7pp |
| Employer contribution / active EE | $844 | $2,164-61.0% | $5,433-84.5% | $2,042-58.7% |
| Participant deferral / active EE | $1,717 | $2,303-25.4% | $4,939-65.2% | $3,169-45.8% |
| Admin fee / account holder | $256 | $455-43.7% | $13,880-98.2% | $479-46.5% |