Filed May 4, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 · EIN 04-2647786 | Loan Processing | $27,431 |
VALMARK ADVISERS INC3+ years Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $12,500 |
SMITH, MOORE & CO.1 year Filed as: SMITH MOORE Service code 27 · EIN 43-1244128 | Advisory (Plan) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,579 | $44,989+10.2% | $170,442-70.9% | $77,958-36.4% |
| Participation rate | 37.8% | 64.6%-26.9pp | 83.6%-45.8pp | 71.6%-33.9pp |
| Annual return | 19.48% | 19.61%-0.1pp | 205.93%-186.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $324 | $1,466-77.9% | $5,433-94.0% | $2,310-86.0% |
| Participant deferral / active EE | $1,339 | $2,208-39.4% | $4,939-72.9% | $3,537-62.1% |
| Admin fee / account holder | $44 | $69-36.6% | $13,880-99.7% | $97-55.1% |