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 INC1+ years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DR, STE. 300 · AKRON, OH 44333 | Advisory (Plan) | $2,422 |
Service code 64 8915 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,847 |
KELLY FINANCIAL, INC.1+ years Service code 13 120 E. LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,502 | $69,977-86.4% | $108,579-91.2% | $62,891-84.9% |
| Participation rate | 96.9% | 72.9%+24.0pp | 79.6%+17.4pp | 69.3%+27.6pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,771 | $2,135+29.8% | $3,758-26.3% | $2,281+21.5% |
| Participant deferral / active EE | $5,588 | $3,165+76.6% | $4,311+29.6% | $3,203+74.5% |
| Admin fee / account holder | $19 | $5,076-99.6% | $7,645-99.7% | $4,296-99.5% |