Filed October 19, 2004
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 7-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 |
|---|---|---|
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 99 · EIN 31-1440043 535 METRO PLACE SOUTH, SUITE D · DUBLIN, OH 43017 | Other Fees | $34,300 |
Service code 49 25 MERCHANT ST, STE 135 · CINCINNATI, OH 45246 | Other Services | $7,123 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,120 | $80,724-4.5% | $103,333-25.4% | $74,495+3.5% |
| Participation rate | 99.2% | 65.7%+33.6pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 13.72% | 27.56%-13.8pp | 24.88%-11.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,153 | $3,157-0.1% | $3,868-18.5% | $2,623+20.2% |
| Participant deferral / active EE | $8,561 | $3,860+121.8% | $5,057+69.3% | $4,346+97.0% |
| Admin fee / account holder | $95 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |