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 INC5 years Filed as: VALMARK ADVISERS, INC Service code 26 · EIN 31-1509466 | Advisory (Participants) | $15,878 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,296 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,137 | $63,745-65.3% | $98,442-77.5% | $79,386-72.1% |
| Participation rate | 93.6% | 69.9%+23.7pp | 73.3%+20.2pp | 70.7%+22.9pp |
| Annual return | 15.83% | 625.80%-610.0pp | 1492.73%-1476.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $5 | $2,557-99.8% | $2,960-99.8% | $2,427-99.8% |
| Participant deferral / active EE | $2,385 | $3,303-27.8% | $4,276-44.2% | $4,046-41.1% |
| Admin fee / account holder | $187 | $516-63.7% | $5,949-96.9% | $626-70.1% |