Filed May 19, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INC1 year Filed as: VALMARK ADVISERS Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Participants) | $27,285 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,154 |
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 | $32,576 | $37,044-12.1% | $71,796-54.6% | $57,658-43.5% |
| Participation rate | 86.9% | 61.1%+25.8pp | 69.1%+17.8pp | 70.2%+16.7pp |
| Annual return | 7.21% | 12.64%-5.4pp | 78.04%-70.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $819 | $720+13.7% | $1,924-57.5% | $1,974-58.5% |
| Participant deferral / active EE | $2,303 | $1,974+16.7% | $2,794-17.6% | $3,061-24.8% |
| Admin fee / account holder | $60 | $101-40.5% | $4,815-98.8% | $95-36.5% |