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 | $46,989 |
K. WILLIAMSON3 years Filed as: WILLIAMSON ADVISORY SERVICES, INC. Service code 50 375 NORTHRIDGE RD SUITE 510 · ATLANTA, GA 30350 | Direct Payment | $42,170 |
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 | $97,412 | $47,977+103.0% | $154,107-36.8% | $56,287+73.1% |
| Participation rate | 85.1% | 66.2%+18.9pp | 83.0%+2.1pp | 69.9%+15.3pp |
| Annual return | -5.01% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $4,106 | $2,169+89.3% | $5,298-22.5% | $2,111+94.5% |
| Participant deferral / active EE | $3,132 | $2,392+31.0% | $5,081-38.3% | $3,350-6.5% |
| Admin fee / account holder | $211 | $438-51.8% | $13,411-98.4% | $521-59.4% |