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 10-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 INC1 year Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $13,549 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,165 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $218 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,834 | $46,173-57.0% | $170,442-88.4% | $69,631-71.5% |
| Participation rate | 89.2% | 63.9%+25.3pp | 83.6%+5.6pp | 70.7%+18.6pp |
| Annual return | 15.93% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,024 | $1,610-36.4% | $5,433-81.2% | $2,032-49.6% |
| Participant deferral / active EE | $1,184 | $2,080-43.1% | $4,939-76.0% | $3,224-63.3% |
| Admin fee / account holder | $89 | $116-23.4% | $13,880-99.4% | $110-19.6% |