See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,217 |
VALMARK ADVISERS INC6+ years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $15,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,998 | $59,263-12.3% | $96,562-46.2% | $79,386-34.5% |
| Participation rate | 47.7% | 61.9%-14.2pp | 69.8%-22.2pp | 70.7%-23.0pp |
| Annual return | 12.09% | 27.07%-15.0pp | 37.78%-25.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $411 | $1,216-66.2% | $2,356-82.6% | $2,427-83.1% |
| Participant deferral / active EE | $1,766 | $2,948-40.1% | $3,849-54.1% | $4,046-56.3% |
| Admin fee / account holder | $414 | $658-37.1% | $6,181-93.3% | $626-33.9% |