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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $30,331 |
Filed as: 9258 WEALTH MANAGEMENT, LLC Service code 26 · EIN 63-1229657 4420 COOPER ROAD · CINCINNATI, OH 45242 | Advisory (Participants) | $19,649 |
WAVERLY ADVISORS, LLC1 year Service code 26 · EIN 63-1229657 600 UNIVERSITY PARK · BIRMINGHAM, AL 35209 | Advisory (Participants) | $6,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,374 | $89,248-9.9% | $136,007-40.9% | $74,495+7.9% |
| Participation rate | 92.1% | 69.4%+22.7pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 10.92% | 22.76%-11.8pp | 579.32%-568.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,608 | $2,838-43.3% | $4,217-61.9% | $2,623-38.7% |
| Participant deferral / active EE | $4,808 | $4,598+4.6% | $7,025-31.6% | $4,346+10.6% |
| Admin fee / account holder | $479 | $1,545-69.0% | $6,858-93.0% | $1,942-75.3% |