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 |
|---|---|---|
LT TRUST COMPANY4+ years Filed as: LT TRUST Service code 14 · EIN 61-1607607 | Plan Administrator | $28,455 |
WILLIAMS KEEPERS LLC2 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $22,000 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,336 | $44,221-22.4% | $121,196-71.7% | $56,287-39.0% |
| Participation rate | 66.7% | 61.1%+5.6pp | 71.7%-5.1pp | 69.9%-3.2pp |
| Annual return | -4.24% | -3.58%-0.7pp | 16.93%-21.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,046 | $1,480-29.3% | $4,022-74.0% | $2,111-50.5% |
| Participant deferral / active EE | $1,648 | $2,521-34.6% | $3,344-50.7% | $3,350-50.8% |
| Admin fee / account holder | $239 | $480-50.2% | $5,019-95.2% | $521-54.1% |