Filed December 21, 2024
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 15 · EIN 01-0233346 | Recordkeeping | $961 |
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,924 | $86,655+6.1% | $119,609-23.1% | $66,914+37.4% |
| Participation rate | 58.8% | 75.6%-16.7pp | 79.3%-20.4pp | 69.8%-11.0pp |
| Annual return | -15.44% | -8.00%-7.4pp | -14.97%-0.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $759 | $2,536-70.1% | $4,232-82.1% | $2,544-70.1% |
| Participant deferral / active EE | $4,441 | $4,358+1.9% | $5,602-20.7% | $4,237+4.8% |
| Admin fee / account holder | $162 | $755-78.5% | $10,323-98.4% | $593-72.7% |