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 |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $17,999 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $16,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,777 |
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 | $71,618 | $89,274-19.8% | $149,718-52.2% | $77,958-8.1% |
| Participation rate | 91.3% | 87.6%+3.7pp | 87.1%+4.2pp | 71.6%+19.7pp |
| Annual return | 23.90% | 20.36%+3.5pp | 1501.63%-1477.7pp | 20.87%+3.0pp |
| Employer contribution / active EE | $1,705 | $3,727-54.3% | $5,445-68.7% | $2,310-26.2% |
| Participant deferral / active EE | $4,489 | $5,382-16.6% | $6,569-31.7% | $3,537+26.9% |
| Admin fee / account holder | $36 | $240-84.8% | $11,283-99.7% | $97-62.6% |