Filed January 31, 2023
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 | $78,668 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $11,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,258 | $46,173+30.5% | $170,442-64.6% | $69,631-13.5% |
| Participation rate | 83.7% | 63.9%+19.8pp | 83.6%+0.1pp | 70.7%+13.0pp |
| Annual return | 18.52% | 21.62%-3.1pp | 205.93%-187.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,902 | $1,610+18.2% | $5,433-65.0% | $2,032-6.4% |
| Participant deferral / active EE | $3,516 | $2,080+69.0% | $4,939-28.8% | $3,224+9.1% |
| Admin fee / account holder | $176 | $116+51.5% | $13,880-98.7% | $110+59.1% |