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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.
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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 ADVISORS8 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 · EIN 13-2624428 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $37,186 |
FLAGEL HUBER FLAGEL3 years Filed as: FLAGEL, HUBER, FLAGEL, AND CO Service code 10 · EIN 13-2624428 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $12,800 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,115 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,634 | $95,880+0.8% | $107,525-10.1% | $85,563+12.9% |
| Participation rate | 98.3% | 70.1%+28.2pp | 75.1%+23.2pp | 66.0%+32.3pp |
| Annual return | 9.40% | 68.06%-58.7pp | 181.32%-171.9pp | 31.51%-22.1pp |
| Employer contribution / active EE | $1,423 | $3,812-62.7% | $3,754-62.1% | $2,654-46.4% |
| Participant deferral / active EE | $7,525 | $4,201+79.1% | $5,116+47.1% | $4,375+72.0% |
| Admin fee / account holder | $128 | $1,025-87.5% | $8,919-98.6% | $834-84.6% |