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) | $22,090 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,285 | $69,848-18.0% | $115,756-50.5% | $66,914-14.4% |
| Participation rate | 91.3% | 70.6%+20.6pp | 77.1%+14.2pp | 69.8%+21.5pp |
| Annual return | -14.34% | 969.66%-984.0pp | 143.14%-157.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,676 | $2,613-35.8% | $3,793-55.8% | $2,544-34.1% |
| Participant deferral / active EE | $5,092 | $4,274+19.1% | $6,254-18.6% | $4,237+20.2% |
| Admin fee / account holder | $380 | $337+12.8% | $8,124-95.3% | $593-35.9% |