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 |
|---|---|---|
Filed as: 9258 WEALTH MANAGEMENT, LLC Service code 26 · EIN 82-2359200 4420 COOPER ROAD · CINCINNATI, OH 45242 | Advisory (Participants) | $14,135 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $8 |
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 | $109,316 | $57,384+90.5% | $106,387+2.8% | $56,287+94.2% |
| Participation rate | 96.2% | 71.3%+24.8pp | 77.5%+18.7pp | 69.9%+26.3pp |
| Annual return | 6.57% | 5.91%+0.7pp | 0.25%+6.3pp | -9.96%+16.5pp |
| Employer contribution / active EE | $1,326 | $2,348-43.5% | $3,520-62.3% | $2,111-37.2% |
| Participant deferral / active EE | $4,035 | $3,799+6.2% | $5,421-25.6% | $3,350+20.5% |
| Admin fee / account holder | $108 | $566-80.9% | $7,510-98.6% | $521-79.3% |