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 INC5 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $45,162 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,168 | $62,327+91.2% | $120,354-1.0% | $74,495+60.0% |
| Participation rate | 94.8% | 56.8%+38.0pp | 71.9%+22.9pp | 67.2%+27.6pp |
| Annual return | 13.64% | 18.61%-5.0pp | 107.15%-93.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,038 | $1,843+119.1% | $3,463+16.6% | $2,623+54.0% |
| Participant deferral / active EE | $6,499 | $2,893+124.7% | $4,991+30.2% | $4,346+49.5% |
| Admin fee / account holder | $330 | $2,396-86.2% | $9,423-96.5% | $1,942-83.0% |