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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $96,560 |
WILLIAMS KEEPERS LLC5 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 43-1126847 | Accounting | $27,500 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $135 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,642 | $96,018-13.9% | $65,493+26.2% | $85,563-3.4% |
| Participation rate | 64.2% | 74.8%-10.6pp | 73.1%-8.9pp | 66.0%-1.8pp |
| Annual return | 11.65% | 14.51%-2.9pp | 982.45%-970.8pp | 31.51%-19.9pp |
| Employer contribution / active EE | $994 | $3,235-69.3% | $2,574-61.4% | $2,654-62.5% |
| Participant deferral / active EE | $1,939 | $4,055-52.2% | $3,961-51.1% | $4,375-55.7% |
| Admin fee / account holder | $183 | $271-32.3% | $5,028-96.4% | $834-78.0% |