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 INC2 years Filed as: VALMARK ADVISERS Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Participants) | $31,349 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,144 |
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 | $39,541 | $48,064-17.7% | $78,778-49.8% | $69,631-43.2% |
| Participation rate | 87.8% | 61.6%+26.3pp | 69.2%+18.6pp | 70.7%+17.1pp |
| Annual return | 17.40% | 21.81%-4.4pp | 35.62%-18.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,130 | $744+52.0% | $1,986-43.1% | $2,032-44.4% |
| Participant deferral / active EE | $2,496 | $2,079+20.0% | $2,958-15.6% | $3,224-22.6% |
| Admin fee / account holder | $62 | $152-59.2% | $5,134-98.8% | $110-43.8% |