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 |
|---|---|---|
WAVERLY ADVISORS, LLC2 years Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $56,322 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $33,353 |
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 | $128,454 | $132,049-2.7% | $200,582-36.0% | $74,304+72.9% |
| Participation rate | 82.2% | 84.1%-1.9pp | 86.9%-4.7pp | 60.3%+21.8pp |
| Annual return | 18.16% | 22.22%-4.1pp | 42.33%-24.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $3,502 | $4,558-23.2% | $6,419-45.4% | $2,241+56.2% |
| Participant deferral / active EE | $4,514 | $7,213-37.4% | $9,331-51.6% | $3,767+19.8% |
| Admin fee / account holder | $524 | $2,405-78.2% | $16,305-96.8% | $2,969-82.3% |