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-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $10,900 |
BENEFIT TRUST COMPANY3+ years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Bank Trustee | $4,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,905 | $59,186-86.6% | $76,768-89.7% | $56,287-86.0% |
| Participation rate | 99.3% | 75.2%+24.1pp | 77.0%+22.4pp | 69.9%+29.5pp |
| Annual return | -1.15% | 6.62%-7.8pp | 2.43%-3.6pp | -9.96%+8.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $102 | $489-79.2% | $6,675-98.5% | $521-80.4% |