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 INC4 years Filed as: VALMARK ADVISERS Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Participants) | $30,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $930 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,716 | $40,174+26.2% | $84,015-39.6% | $67,579-25.0% |
| Participation rate | 87.3% | 62.7%+24.6pp | 69.0%+18.3pp | 71.3%+16.0pp |
| Annual return | 21.03% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,748 | $808+116.4% | $1,983-11.9% | $2,148-18.6% |
| Participant deferral / active EE | $2,936 | $2,301+27.6% | $3,239-9.4% | $3,539-17.1% |
| Admin fee / account holder | $287 | $128+124.0% | $6,101-95.3% | $142+102.0% |