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 LLC4+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $86,157 |
Service code 11 · EIN 53-0181291 | Actuarial | $46,518 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $15,069 |
WILLIAM VAUGHAN COMPANY1 year Filed as: WILLIAM VAUGHAN Service code 10 · EIN 34-1145015 | Accounting | $9,178 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $671,907-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 15.0%-15.0pp | 2.8%-2.8pp |
| Annual return | 15.71% | 16.32%-0.6pp | 10.76%+4.9pp | 16.32%-0.6pp |
| Employer contribution / active EE | $2,632 | $17,007-84.5% | $68,795-96.2% | $17,007-84.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $229-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $6,717-100.0% | $127-100.0% |