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 LLC3+ years Filed as: WILLIAMS GROUP LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
Employer contribution per participant 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 | $40,794 | $63,299-35.6% | $91,001-55.2% | $62,292-34.5% |
| Participation rate | 87.3% | 73.3%+13.9pp | 75.6%+11.7pp | 69.5%+17.7pp |
| Annual return | 18.21% | 20.99%-2.8pp | 4.60%+13.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,952 | $2,943+0.3% | $3,547-16.8% | $3,169-6.8% |
| Admin fee / account holder | $168 | $468-64.1% | $5,417-96.9% | $479-65.0% |