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 INC1 year Filed as: VALMARK ADVISORS, INC. Service code 27 366 US ROUTE 1 · FALMOUTH, ME 04105 | Advisory (Plan) | $30,733 |
BPAS1 year Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $24,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,631 | $101,317+9.2% | $146,958-24.7% | $74,495+48.5% |
| Participation rate | 78.7% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.5pp |
| Annual return | 13.17% | 8730.91%-8717.7pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,175 | $3,810-16.7% | $4,933-35.6% | $2,623+21.0% |
| Participant deferral / active EE | $8,337 | $7,303+14.2% | $8,070+3.3% | $4,346+91.8% |
| Admin fee / account holder | $373 | $1,739-78.6% | $12,998-97.1% | $1,942-80.8% |