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 26 · EIN 31-1509466 | Advisory (Participants) | $38,655 |
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 | $47,095 | $40,174+17.2% | $84,015-43.9% | $67,579-30.3% |
| Participation rate | 99.3% | 62.7%+36.6pp | 69.0%+30.3pp | 71.3%+28.1pp |
| Annual return | 23.67% | 25.82%-2.2pp | 71.31%-47.6pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,678 | $808+107.8% | $1,983-15.4% | $2,148-21.9% |
| Participant deferral / active EE | $3,086 | $2,301+34.1% | $3,239-4.7% | $3,539-12.8% |
| Admin fee / account holder | $3 | $128-97.4% | $6,101-99.9% | $142-97.7% |