Filed March 12, 2018
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,844 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $28,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,606 | $76,670+28.6% | $96,683+2.0% | $71,457+38.0% |
| Participation rate | 66.1% | 66.6%-0.4pp | 74.3%-8.2pp | 67.9%-1.8pp |
| Annual return | 17.10% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,438 | $3,031+13.4% | $3,737-8.0% | $2,588+32.9% |
| Participant deferral / active EE | $6,468 | $3,771+71.5% | $4,878+32.6% | $4,289+50.8% |
| Admin fee / account holder | $379 | $2,028-81.3% | $6,730-94.4% | $1,587-76.1% |