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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.
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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 |
|---|---|---|
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS Service code 17 · EIN 63-1229657 | Pension Consulting | $71,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,311 | $81,248+93.6% | $155,509+1.2% | $80,856+94.6% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+27.0pp |
| Annual return | 15.01% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $8,153 | $3,100+163.0% | $4,672+74.5% | $2,755+195.9% |
| Participant deferral / active EE | $6,775 | $3,452+96.3% | $5,626+20.4% | $4,296+57.7% |
| Admin fee / account holder | $618 | $7,997-92.3% | $15,912-96.1% | $6,918-91.1% |