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 year Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 34-1924305 | Advisory (Plan) | $45,884 |
KELLY FINANCIAL, INC.2+ years Filed as: KELLY FINANCIAL INC Service code 13 · EIN 39-1391704 | Contract Administrator | $20,638 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,675 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $688 |
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 | $65,890 | $74,089-11.1% | $133,980-50.8% | $55,167+19.4% |
| Participation rate | 87.7% | 84.3%+3.4pp | 87.1%+0.6pp | 69.0%+18.7pp |
| Annual return | 9.65% | 12.11%-2.5pp | 29.30%-19.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,911 | $3,064-37.6% | $5,211-63.3% | $1,963-2.6% |
| Participant deferral / active EE | $4,740 | $4,678+1.3% | $6,282-24.6% | $3,054+55.2% |
| Admin fee / account holder | $16 | $458-96.5% | $9,324-99.8% | $504-96.8% |