Filed April 1, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC5+ years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $13,583 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $3,518 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,742 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,166 | $52,953-27.9% | $172,739-77.9% | $65,185-41.4% |
| Participation rate | 65.1% | 66.2%-1.1pp | 82.6%-17.5pp | 70.2%-5.1pp |
| Annual return | 24.72% | 30.12%-5.4pp | 802.84%-778.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,048 | $2,190-52.1% | $5,143-79.6% | $2,177-51.9% |
| Participant deferral / active EE | $3,397 | $2,471+37.5% | $5,198-34.6% | $3,514-3.3% |
| Admin fee / account holder | $283 | $472-40.1% | $13,954-98.0% | $847-66.6% |