Filed July 21, 2022
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,934 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $8,186 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $7,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,357 | $100,801-17.3% | $149,696-44.3% | $73,409+13.6% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.5%+13.8pp | 72.2%+24.1pp |
| Annual return | 13.95% | 265.34%-251.4pp | 276.60%-262.7pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,086 | $3,312-37.0% | $4,644-55.1% | $2,234-6.6% |
| Participant deferral / active EE | $5,696 | $6,404-11.1% | $6,842-16.7% | $3,805+49.7% |
| Admin fee / account holder | $95 | $181-47.2% | $9,309-99.0% | $158-39.5% |