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 |
|---|---|---|
WILLIAMS KEEPERS LLC1+ years Filed as: WILLIAMS GROUP LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $9,017 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 26 · EIN 74-2794194 | Advisory (Participants) | $8,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,423 | $53,412-33.7% | $68,509-48.3% | $52,331-32.3% |
| Participation rate | 88.3% | 71.7%+16.6pp | 74.7%+13.6pp | 68.1%+20.2pp |
| Annual return | -1.86% | 3.42%-5.3pp | 8.27%-10.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $704 | $1,607-56.2% | $2,278-69.1% | $1,882-62.6% |
| Participant deferral / active EE | $2,794 | $2,688+3.9% | $3,382-17.4% | $3,022-7.6% |
| Admin fee / account holder | $169 | $461-63.2% | $5,275-96.8% | $592-71.4% |