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 ADVISORS9+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 5890 VENTURE DR · DUBLIN, OH 43017 | Advisory (Plan) | $14,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,586 | $47,126-54.2% | $149,673-85.6% | $74,419-71.0% |
| Participation rate | 61.5% | 63.4%-1.9pp | 78.8%-17.3pp | 70.7%-9.2pp |
| Annual return | 15.53% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $471 | $1,905-75.3% | $4,818-90.2% | $2,637-82.2% |
| Participant deferral / active EE | $1,427 | $2,728-47.7% | $5,680-74.9% | $4,528-68.5% |
| Admin fee / account holder | $76 | $343-77.9% | $13,210-99.4% | $348-78.2% |