See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $47,191 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,525 |
HILL WARD HENDERSON5 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $10,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $199,541 | $73,638+171.0% | $95,952+108.0% | $73,488+171.5% |
| Participation rate | 94.5% | 76.2%+18.3pp | 77.1%+17.4pp | 70.7%+23.8pp |
| Annual return | 14.45% | 16.78%-2.3pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,219 | $1,863-34.6% | $2,541-52.0% | $2,270-46.3% |
| Participant deferral / active EE | $5,054 | $3,617+39.7% | $4,167+21.3% | $3,740+35.1% |
| Admin fee / account holder | $491 | $482+1.8% | $6,795-92.8% | $513-4.4% |