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 ADVISORS, INC. Service code 28 · EIN 31-1509466 | Investment Management | $37,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,049 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,437 | $42,353+38.0% | $79,550-26.5% | $64,808-9.8% |
| Participation rate | 95.6% | 64.8%+30.8pp | 69.5%+26.1pp | 71.5%+24.1pp |
| Annual return | -14.13% | -12.24%-1.9pp | 0.16%-14.3pp | 32.82%-46.9pp |
| Employer contribution / active EE | $4,261 | $1,181+261.0% | $2,413+76.6% | $2,506+70.1% |
| Participant deferral / active EE | $5,565 | $3,170+75.5% | $3,985+39.6% | $4,310+29.1% |
| Admin fee / account holder | $190 | $160+18.8% | $6,832-97.2% | $188+0.9% |