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 3-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 INC1 year Filed as: VALMARK ADVISERS, INC Service code 99 · EIN 31-1509466 | Other Fees | $31,756 |
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $7,083 |
CAPE ANN CAPITAL, INC.2 years Service code 99 · EIN 04-3466809 22 GROVE STREET · CONCORD, MA 01742 | Other Fees | $5,979 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,026 | $45,031+35.5% | $84,966-28.2% | $77,643-21.4% |
| Participation rate | 94.1% | 48.7%+45.4pp | 67.5%+26.6pp | 70.6%+23.5pp |
| Annual return | 19.38% | 79.22%-59.8pp | 66.38%-47.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,227 | $1,609-23.8% | $2,727-55.0% | $2,726-55.0% |
| Participant deferral / active EE | $3,413 | $2,807+21.6% | $4,519-24.5% | $4,647-26.5% |
| Admin fee / account holder | $260 | $912-71.4% | $6,149-95.8% | $430-39.5% |