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 INC4 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $39,905 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,499 | $57,651+79.5% | $112,229-7.8% | $71,457+44.8% |
| Participation rate | 96.0% | 58.9%+37.1pp | 72.4%+23.6pp | 67.9%+28.1pp |
| Annual return | 16.39% | 18.32%-1.9pp | 30.20%-13.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,933 | $1,913+105.6% | $3,430+14.7% | $2,588+52.0% |
| Participant deferral / active EE | $5,947 | $2,863+107.7% | $4,798+23.9% | $4,289+38.7% |
| Admin fee / account holder | $285 | $1,581-82.0% | $7,748-96.3% | $1,587-82.0% |