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 5-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 INC2 years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $46,447 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $29,672 |
PENSION ASSURANCE LLP3+ years Service code 10 · EIN 30-0840934 | Accounting | $12,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,738 | $82,202-40.7% | $125,339-61.1% | $64,808-24.8% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -14.10% | 3.48%-17.6pp | 572.05%-586.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $76 | $3,615-97.9% | $4,814-98.4% | $2,506-97.0% |
| Participant deferral / active EE | $4,837 | $7,175-32.6% | $7,446-35.0% | $4,310+12.2% |
| Admin fee / account holder | $113 | $163-30.6% | $10,010-98.9% | $188-39.7% |