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 ADVISORS6+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 5890 VENTURE DR · DUBLIN, OH 43017 | Advisory (Plan) | $13,380 |
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 | $21,745 | $58,879-63.1% | $178,490-87.8% | $73,488-70.4% |
| Participation rate | 69.1% | 66.2%+2.8pp | 81.9%-12.9pp | 70.7%-1.6pp |
| Annual return | 15.18% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $509 | $2,236-77.2% | $5,011-89.8% | $2,270-77.6% |
| Participant deferral / active EE | $1,243 | $2,567-51.6% | $5,202-76.1% | $3,740-66.8% |
| Admin fee / account holder | $82 | $400-79.6% | $13,984-99.4% | $513-84.1% |