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 |
|---|---|---|
VALMARK ADVISERS INC9 years Filed as: VALMARK ADVISERS, INC Service code 26 · EIN 31-1509466 | Advisory (Participants) | $24,237 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,176 | $61,058-48.9% | $71,209-56.2% | $85,563-63.6% |
| Participation rate | 92.7% | 58.6%+34.1pp | 73.8%+18.9pp | 66.0%+26.7pp |
| Annual return | 17.90% | 100.41%-82.5pp | 282.51%-264.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,904 | $3,173-8.5% | $4,175-30.4% | $4,375-33.6% |
| Admin fee / account holder | $213 | $855-75.1% | $5,349-96.0% | $834-74.5% |