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 | $20,860 |
VALMARK ADVISERS INC5 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $18,771 |
Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $7,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,043 | $58,879+5.4% | $178,490-65.2% | $73,488-15.6% |
| Participation rate | 49.8% | 66.2%-16.5pp | 81.9%-32.2pp | 70.7%-20.9pp |
| Annual return | 17.85% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.7pp |
| Employer contribution / active EE | $965 | $2,236-56.8% | $5,011-80.7% | $2,270-57.5% |
| Participant deferral / active EE | $2,056 | $2,567-19.9% | $5,202-60.5% | $3,740-45.0% |
| Admin fee / account holder | $332 | $400-17.0% | $13,984-97.6% | $513-35.3% |