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 |
|---|---|---|
VALMARK ADVISERS INC2+ years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DR, STE. 300 · AKRON, OH 44333 | Advisory (Plan) | $8,727 |
Service code 64 8915 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,491 |
KELLY FINANCIAL, INC.2+ years Service code 13 120 E. LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $230 |
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 | $19,529 | $71,192-72.6% | $117,854-83.4% | $62,292-68.6% |
| Participation rate | 98.0% | 74.2%+23.8pp | 79.7%+18.4pp | 69.5%+28.5pp |
| Annual return | 41.64% | 18.66%+23.0pp | 335.08%-293.4pp | 28.90%+12.7pp |
| Employer contribution / active EE | $2,553 | $1,934+32.0% | $3,786-32.6% | $2,042+25.0% |
| Participant deferral / active EE | $6,271 | $3,189+96.7% | $4,482+39.9% | $3,169+97.9% |
| Admin fee / account holder | $82 | $587-86.0% | $8,020-99.0% | $479-82.8% |