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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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC5 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 41-1126847 | Accounting | $16,000 |
BENEFIT TRUST COMPANY10+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $7,783 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,994 | $87,870-79.5% | $113,168-84.1% | $74,304-75.8% |
| Participation rate | 99.4% | 70.7%+28.6pp | 76.6%+22.8pp | 60.3%+39.0pp |
| Annual return | 9.52% | 26.44%-16.9pp | 24.27%-14.8pp | 29.43%-19.9pp |
| Employer contribution / active EE | $3,226 | $2,277+41.7% | $2,975+8.4% | $2,241+43.9% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $198 | $3,368-94.1% | $12,068-98.4% | $2,969-93.3% |