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 SECURITIES INC. Service code 53 · EIN 34-1724087 | Insurance Commissions | $54,141 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $30,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $156,167 | $55,449+181.6% | $83,848+86.3% | $56,287+177.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -4.38% | -1.38%-3.0pp | 850.88%-855.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,558 | $2,430+87.5% | $3,631+25.5% | $2,111+115.9% |
| Participant deferral / active EE | $7,381 | $2,935+151.4% | $4,082+80.8% | $3,350+120.3% |
| Admin fee / account holder | $521 | $656-20.5% | $5,478-90.5% | $521+0.1% |