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 ADVISORS2 years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $23,139 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,712 |
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 | $21,623 | $51,288-57.8% | $81,983-73.6% | $73,409-70.5% |
| Participation rate | 72.0% | 64.0%+8.0pp | 69.2%+2.7pp | 72.2%-0.2pp |
| Annual return | 7.62% | 29.48%-21.9pp | 41.31%-33.7pp | 59.29%-51.7pp |
| Employer contribution / active EE | $588 | $1,487-60.5% | $2,498-76.5% | $2,234-73.7% |
| Participant deferral / active EE | $1,360 | $2,715-49.9% | $3,722-63.5% | $3,805-64.3% |
| Admin fee / account holder | $89 | $125-28.8% | $5,664-98.4% | $158-43.5% |