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 INC3 years Filed as: VALMARK ADVISERS Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Participants) | $33,559 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,136 |
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 | $38,525 | $35,485+8.6% | $74,550-48.3% | $55,725-30.9% |
| Participation rate | 87.6% | 62.5%+25.1pp | 69.1%+18.5pp | 70.9%+16.8pp |
| Annual return | -3.43% | 0.72%-4.2pp | 32.53%-36.0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,320 | $777+69.9% | $1,961-32.7% | $2,078-36.5% |
| Participant deferral / active EE | $2,669 | $2,181+22.4% | $3,108-14.1% | $3,356-20.4% |
| Admin fee / account holder | $125 | $114+9.0% | $5,060-97.5% | $115+8.2% |