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 ADVISORS8+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 5890 VENTURE DR · DUBLIN, OH 43017 | Advisory (Plan) | $16,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,465 | $46,292-60.1% | $143,757-87.2% | $64,808-71.5% |
| Participation rate | 50.6% | 64.2%-13.6pp | 80.3%-29.7pp | 71.5%-20.9pp |
| Annual return | -15.59% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $486 | $1,910-74.6% | $4,951-90.2% | $2,506-80.6% |
| Participant deferral / active EE | $1,570 | $2,646-40.7% | $5,637-72.2% | $4,310-63.6% |
| Admin fee / account holder | $71 | $154-53.6% | $14,673-99.5% | $188-62.0% |