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 |
|---|---|---|
VALMARK ADVISERS INC3 years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $10,170 |
Service code 49 · EIN 34-1004471 | Other Services | $7,647 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $918 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,373 | $73,102+15.4% | $123,544-31.7% | $56,287+49.9% |
| Participation rate | 96.0% | 74.3%+21.7pp | 82.3%+13.7pp | 69.9%+26.1pp |
| Annual return | -4.27% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,033 | $2,977-65.3% | $4,628-77.7% | $2,111-51.1% |
| Participant deferral / active EE | $7,051 | $5,423+30.0% | $6,426+9.7% | $3,350+110.5% |
| Admin fee / account holder | $5 | $554-99.0% | $9,284-99.9% | $521-99.0% |