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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.
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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 INC5 years Filed as: VALMARK ADVISERS, INC Service code 99 · EIN 31-1509466 | Other Fees | $25,399 |
IVEK CORPORATION5 years Service code 99 · EIN 11-1000111 | Other Fees | $8,141 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,808 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,975 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,914 | $87,870+51.3% | $113,168+17.4% | $74,304+78.9% |
| Participation rate | 97.1% | 70.7%+26.4pp | 76.6%+20.6pp | 60.3%+36.8pp |
| Annual return | 12.26% | 26.44%-14.2pp | 24.27%-12.0pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,337 | $2,277-41.3% | $2,975-55.1% | $2,241-40.3% |
| Participant deferral / active EE | $6,420 | $4,241+51.4% | $5,107+25.7% | $3,767+70.4% |
| Admin fee / account holder | $123 | $3,368-96.4% | $12,068-99.0% | $2,969-95.9% |