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 INC5+ years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $25,150 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,205 | $69,362+69.0% | $101,248+15.8% | $73,488+59.5% |
| Participation rate | 75.5% | 68.4%+7.1pp | 75.8%-0.3pp | 70.7%+4.8pp |
| Annual return | 17.22% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,830 | $2,628+7.7% | $3,660-22.7% | $2,270+24.7% |
| Participant deferral / active EE | $6,194 | $3,300+87.7% | $4,370+41.7% | $3,740+65.6% |
| Admin fee / account holder | $539 | $704-23.4% | $5,945-90.9% | $513+5.1% |