Filed September 21, 2022 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,554 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $29,308 |
STRATEGIC FINANCIAL GROUP4 years Filed as: STRATEGIC FINANCIAL GROUP LLC Service code 27 · EIN 35-1984039 | Advisory (Plan) | $18,131 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,301 | $122,239-7.3% | $184,203-38.5% | $74,495+52.1% |
| Participation rate | 80.4% | 85.5%-5.0pp | 86.8%-6.4pp | 67.2%+13.2pp |
| Annual return | 12.68% | 19.95%-7.3pp | 28.81%-16.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,069 | $4,537-54.4% | $6,427-67.8% | $2,623-21.1% |
| Participant deferral / active EE | $4,409 | $7,139-38.2% | $9,131-51.7% | $4,346+1.5% |
| Admin fee / account holder | $491 | $1,260-61.1% | $13,901-96.5% | $1,942-74.7% |