See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
WILLIAMS KEEPERS LLC10+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NV 10022 | Investment Management | $123,000 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $98,226 |
US BANK8 years Filed as: US BANK NATIONAL ASSOCIATION Service code 11 · EIN 31-0841368 | Actuarial | $21,118 |
WILLIAM VAUGHAN COMPANY2 years Service code 10 · EIN 34-1145015 | Accounting | $18,400 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 11.53% | 9.82%+1.7pp | 0.02%+11.5pp | 9.82%+1.7pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $32,547-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $0 | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |