Filed March 11, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,648 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS, INC. Service code 99 2735 CEAWFIS BOULEVARD · FAIRLAWN, OH 44333 | Other Fees | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,248 | $79,428-2.7% | $106,548-27.5% | $79,386-2.7% |
| Participation rate | 85.6% | 74.1%+11.5pp | 76.1%+9.5pp | 70.7%+14.9pp |
| Annual return | 14.99% | 18.27%-3.3pp | 26.80%-11.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,201 | $2,234-46.3% | $2,819-57.4% | $2,427-50.5% |
| Participant deferral / active EE | $3,506 | $3,823-8.3% | $4,398-20.3% | $4,046-13.3% |
| Admin fee / account holder | $177 | $523-66.2% | $7,407-97.6% | $626-71.8% |