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 9-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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,047 |
K. WILLIAMSON2 years Filed as: WILLIAMSON ADVISORY SERVICES, INC. Service code 70 375 NORTHRIDGE RD SUITE 510 · ATLANTA, GA 30350 | Consulting Fees | $42,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,780 | $55,453+94.4% | $170,442-36.8% | $62,292+73.0% |
| Participation rate | 69.4% | 66.4%+3.0pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 12.52% | 21.38%-8.9pp | 205.93%-193.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $3,885 | $2,164+79.6% | $5,433-28.5% | $2,042+90.3% |
| Participant deferral / active EE | $2,761 | $2,303+19.9% | $4,939-44.1% | $3,169-12.9% |
| Admin fee / account holder | $212 | $455-53.4% | $13,880-98.5% | $479-55.8% |