Filed March 21, 2014
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 10-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+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 5890 VENTURE DR · DUBLIN, OH 43017 | Advisory (Plan) | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,401 | $46,360-68.9% | $147,614-90.2% | $52,331-72.5% |
| Participation rate | 51.6% | 64.9%-13.4pp | 84.6%-33.1pp | 68.1%-16.5pp |
| Annual return | -0.82% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $389 | $2,126-81.7% | $5,564-93.0% | $1,882-79.3% |
| Participant deferral / active EE | $872 | $2,258-61.4% | $4,895-82.2% | $3,022-71.2% |
| Admin fee / account holder | $73 | $766-90.4% | $11,611-99.4% | $592-87.6% |