Filed November 30, 2013 (most recent of 2 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 |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES Service code 55 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Other Commissions | $44,326 |
SVA CERTIFIED PULIC ACCOUNTANTS1+ years Service code 10 · EIN 39-0904663 | Accounting | $5,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
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.
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 | $62,345 | $50,464+23.5% | $75,781-17.7% | $52,331+19.1% |
| Participation rate | 55.6% | 66.8%-11.2pp | 75.8%-20.3pp | 68.1%-12.5pp |
| Annual return | 0.11% | 1.03%-0.9pp | 9.68%-9.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,663 | $2,570-35.3% | $3,651-54.5% | $3,022-45.0% |
| Admin fee / account holder | $31 | $1,103-97.2% | $5,299-99.4% | $592-94.8% |