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 COMPANY6+ years Filed as: LT TRUST Service code 14 · EIN 61-1607607 | Plan Administrator | $26,150 |
WILLIAMS KEEPERS LLC4 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $22,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,683 | $54,121-19.3% | $134,143-67.4% | $73,409-40.5% |
| Participation rate | 36.1% | 64.4%-28.2pp | 72.2%-36.0pp | 72.2%-36.0pp |
| Annual return | 17.15% | -312.52%+329.7pp | 36.33%-19.2pp | 59.29%-42.1pp |
| Employer contribution / active EE | $603 | $1,402-57.0% | $3,704-83.7% | $2,234-73.0% |
| Participant deferral / active EE | $749 | $2,844-73.7% | $3,499-78.6% | $3,805-80.3% |
| Admin fee / account holder | $218 | $132+64.6% | $6,684-96.7% | $158+38.0% |