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 INC2 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $23,447 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,993 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,476 |
LINOLN NATIONAL CORPORATION1 year Service code 13 · EIN 35-1140070 | Contract Administrator | $3,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,692 | $81,474+29.7% | $133,956-21.1% | $73,488+43.8% |
| Participation rate | 93.1% | 76.4%+16.8pp | 79.8%+13.3pp | 70.7%+22.5pp |
| Annual return | 16.53% | 19.40%-2.9pp | 45.09%-28.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,381 | $2,209+7.8% | $3,919-39.2% | $2,270+4.9% |
| Participant deferral / active EE | $7,324 | $3,786+93.4% | $5,048+45.1% | $3,740+95.9% |
| Admin fee / account holder | $330 | $713-53.8% | $8,927-96.3% | $513-35.7% |