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 INC4 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $64,766 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,916 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,961 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $16,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,477 | $64,286+54.7% | $90,951+9.4% | $73,409+35.5% |
| Participation rate | 86.9% | 63.6%+23.3pp | 69.0%+17.9pp | 72.2%+14.7pp |
| Annual return | 13.49% | 21.45%-8.0pp | 134.60%-121.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,899 | $895+112.3% | $2,122-10.5% | $2,234-15.0% |
| Participant deferral / active EE | $5,936 | $2,453+142.0% | $3,373+76.0% | $3,805+56.0% |
| Admin fee / account holder | $565 | $287+96.6% | $5,959-90.5% | $158+257.6% |