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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,378 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,522 | $89,436-60.3% | $164,813-78.4% | $77,643-54.2% |
| Participation rate | 78.4% | 78.6%-0.3pp | 78.6%-0.2pp | 70.6%+7.8pp |
| Annual return | 15.81% | 28.83%-13.0pp | 69.93%-54.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $540 | $2,569-79.0% | $4,341-87.5% | $2,726-80.2% |
| Participant deferral / active EE | $3,439 | $4,897-29.8% | $6,031-43.0% | $4,647-26.0% |
| Admin fee / account holder | $196 | $339-42.3% | $12,690-98.5% | $430-54.5% |