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) | $22,937 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $602 |
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 | $76,895 | $90,745-15.3% | $130,231-41.0% | $75,163+2.3% |
| Participation rate | 89.6% | 71.1%+18.5pp | 76.3%+13.3pp | 67.2%+22.4pp |
| Annual return | 14.04% | 34.45%-20.4pp | 38.77%-24.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,686 | $3,314-49.1% | $4,126-59.1% | $2,670-36.9% |
| Participant deferral / active EE | $5,483 | $5,362+2.3% | $6,799-19.3% | $4,125+32.9% |
| Admin fee / account holder | $460 | $6,331-92.7% | $6,020-92.4% | $5,651-91.9% |