Filed December 16, 2021
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 LEA1+ years Service code 99 · EIN 13-3160717 | Other Fees | $0 |
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 | $21,800 | $42,582-48.8% | $171,082-87.3% | $57,658-62.2% |
| Participation rate | 87.8% | 63.9%+23.9pp | 76.7%+11.1pp | 70.2%+17.6pp |
| Annual return | 9.34% | 308.67%-299.3pp | 32.56%-23.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $444 | $1,306-66.0% | $4,002-88.9% | $1,974-77.5% |
| Participant deferral / active EE | $3,384 | $2,933+15.4% | $4,797-29.5% | $3,061+10.6% |
| Admin fee / account holder | $85 | $82+3.3% | $8,520-99.0% | $95-10.0% |