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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $72,045 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $14,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,914 | $55,416-56.8% | $75,972-68.5% | $77,643-69.2% |
| Participation rate | 86.5% | 63.6%+23.0pp | 69.1%+17.5pp | 70.6%+16.0pp |
| Annual return | 15.45% | 17.07%-1.6pp | 359.55%-344.1pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,421 | $1,788-20.5% | $2,685-47.1% | $2,726-47.9% |
| Participant deferral / active EE | $3,059 | $3,447-11.3% | $4,255-28.1% | $4,647-34.2% |
| Admin fee / account holder | $141 | $414-66.0% | $6,467-97.8% | $430-67.3% |