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 4-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 ADVISORS, INC Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $24,832 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP,INC Service code 15 · EIN 23-1945930 | Recordkeeping | $12,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,661 | $80,724+265.0% | $103,333+185.2% | $74,495+295.5% |
| Participation rate | 78.3% | 65.7%+12.6pp | 74.5%+3.8pp | 67.2%+11.1pp |
| Annual return | 46.92% | 27.56%+19.4pp | 24.88%+22.0pp | 1364.94%-1318.0pp |
| Employer contribution / active EE | $1,845 | $3,157-41.6% | $3,868-52.3% | $2,623-29.7% |
| Participant deferral / active EE | $3,155 | $3,860-18.3% | $5,057-37.6% | $4,346-27.4% |
| Admin fee / account holder | $227 | $2,368-90.4% | $8,355-97.3% | $1,942-88.3% |