Filed April 22, 2019
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 Service code 27 · EIN 34-1924305 | Advisory (Plan) | $47,489 |
KELLY FINANCIAL, INC.1+ years Filed as: KELLY FINANCIAL INC Service code 13 · EIN 39-1391704 | Contract Administrator | $20,290 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,581 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1532243 | Investment Management | $731 |
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 | $61,549 | $70,667-12.9% | $123,104-50.0% | $52,331+17.6% |
| Participation rate | 92.7% | 83.7%+9.0pp | 86.8%+5.9pp | 68.1%+24.6pp |
| Annual return | -0.86% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,042 | $2,946-30.7% | $5,151-60.4% | $1,882+8.5% |
| Participant deferral / active EE | $5,054 | $4,493+12.5% | $6,230-18.9% | $3,022+67.2% |
| Admin fee / account holder | $15 | $506-97.1% | $9,015-99.8% | $592-97.5% |