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 | $119,062 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $44,904 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY, LLC Service code 10 · EIN 92-0370318 | Accounting | $13,900 |
SAUL EWING1 year Filed as: SAUL EWING ARNSTEIN Service code 13 · EIN 23-1416352 | Contract Administrator | $11,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,404 | $95,388-25.1% | $125,339-43.0% | $77,904-8.3% |
| Participation rate | 97.6% | 78.6%+19.0pp | 82.4%+15.3pp | 73.7%+24.0pp |
| Annual return | -16.83% | 116.19%-133.0pp | 572.05%-588.9pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,290 | $3,666-64.8% | $4,814-73.2% | $2,848-54.7% |
| Participant deferral / active EE | $6,417 | $7,711-16.8% | $7,446-13.8% | $4,806+33.5% |
| Admin fee / account holder | $134 | $119+12.3% | $10,010-98.7% | $133+0.7% |