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.
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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 26 · EIN 31-1509466 | Advisory (Participants) | $38,830 |
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 | $49,421 | $64,286-23.1% | $90,951-45.7% | $73,409-32.7% |
| Participation rate | 99.1% | 63.6%+35.5pp | 69.0%+30.1pp | 72.2%+26.9pp |
| Annual return | 14.27% | 21.45%-7.2pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,060 | $895+130.3% | $2,122-2.9% | $2,234-7.8% |
| Participant deferral / active EE | $3,232 | $2,453+31.7% | $3,373-4.2% | $3,805-15.1% |
| Admin fee / account holder | $2 | $287-99.2% | $5,959-100.0% | $158-98.6% |