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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $70,201 |
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $35,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,144 | $57,831-53.1% | $82,389-67.1% | $85,563-68.3% |
| Participation rate | 86.0% | 55.0%+31.0pp | 69.5%+16.4pp | 66.0%+20.0pp |
| Annual return | 12.63% | 17.86%-5.2pp | 28.67%-16.0pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,488 | $1,643-9.4% | $2,517-40.9% | $2,654-43.9% |
| Participant deferral / active EE | $3,048 | $3,118-2.2% | $4,155-26.6% | $4,375-30.3% |
| Admin fee / account holder | $195 | $1,391-86.0% | $7,231-97.3% | $834-76.6% |