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 ADVISORS4+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 5890 VENTURE DR · DUBLIN, OH 43017 | Advisory (Plan) | $12,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,053 | $47,977-62.4% | $154,107-88.3% | $56,287-67.9% |
| Participation rate | 63.6% | 66.2%-2.6pp | 83.0%-19.5pp | 69.9%-6.3pp |
| Annual return | -6.08% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $513 | $2,169-76.3% | $5,298-90.3% | $2,111-75.7% |
| Participant deferral / active EE | $1,180 | $2,392-50.6% | $5,081-76.8% | $3,350-64.8% |
| Admin fee / account holder | $76 | $438-82.6% | $13,411-99.4% | $521-85.4% |