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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $57,515 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $32,179 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,632 |
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 | $18,106 | $44,764-59.6% | $68,791-73.7% | $64,808-72.1% |
| Participation rate | 82.8% | 64.8%+18.0pp | 69.0%+13.8pp | 71.5%+11.3pp |
| Annual return | -13.51% | -10.91%-2.6pp | -6.38%-7.1pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,026 | $1,775-42.2% | $2,655-61.4% | $2,506-59.1% |
| Participant deferral / active EE | $2,457 | $3,238-24.1% | $3,941-37.7% | $4,310-43.0% |
| Admin fee / account holder | $138 | $151-8.5% | $4,932-97.2% | $188-26.3% |