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 | $121,561 |
VALMARK ADVISERS INC5 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $44,891 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,471 | $122,186-16.1% | $146,958-30.3% | $199,593-48.7% |
| Participation rate | 97.4% | 78.3%+19.1pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 16.94% | 30.56%-13.6pp | 418.34%-401.4pp | 34.25%-17.3pp |
| Employer contribution / active EE | $1,417 | $4,093-65.4% | $4,933-71.3% | $3,034-53.3% |
| Participant deferral / active EE | $7,312 | $8,502-14.0% | $8,070-9.4% | $5,087+43.7% |
| Admin fee / account holder | $124 | $179-30.8% | $12,998-99.0% | $269-54.0% |