Filed January 30, 2014 (most recent of 4 filings on file)
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 8-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 ADVISORS1 year Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $21,685 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,764 | $47,922-10.8% | $75,886-43.6% | $65,185-34.4% |
| Participation rate | 92.3% | 63.0%+29.4pp | 69.3%+23.1pp | 70.2%+22.1pp |
| Annual return | 6.28% | 24.12%-17.8pp | 30.76%-24.5pp | 29.38%-23.1pp |
| Employer contribution / active EE | $1,578 | $1,557+1.4% | $2,500-36.9% | $2,177-27.5% |
| Participant deferral / active EE | $3,220 | $2,550+26.3% | $3,603-10.6% | $3,514-8.4% |
| Admin fee / account holder | $194 | $532-63.4% | $5,418-96.4% | $847-77.0% |