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 INC4 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $27,592 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,666 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,494 | $54,193-23.4% | $93,606-55.7% | $77,643-46.6% |
| Participation rate | 83.3% | 63.9%+19.3pp | 68.7%+14.6pp | 70.6%+12.7pp |
| Annual return | 13.13% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,788 | $3,144+20.5% | $4,411-14.1% | $4,647-18.5% |
| Admin fee / account holder | $224 | $576-61.1% | $8,285-97.3% | $430-48.0% |