Filed May 13, 2021 (most recent of 2 filings on file)
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 LLC2+ years Filed as: WILLIAMS FINANCIAL GROUP Service code 27 · EIN 03-0509863 | Advisory (Plan) | $45,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,280 |
Filed as: MILLENNIUM INV & RETIREMENT Service code 27 · EIN 94-3428958 | Advisory (Plan) | $7,400 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $874 |
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 | $78,518 | $43,423+80.8% | $78,689-0.2% | $55,167+42.3% |
| Participation rate | 96.6% | 68.0%+28.6pp | 73.6%+23.0pp | 69.0%+27.6pp |
| Annual return | 6.77% | 11.53%-4.8pp | 62.18%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $5,768 | $1,997+188.9% | $2,851+102.3% | $1,963+193.9% |
| Participant deferral / active EE | $8,352 | $2,509+232.9% | $3,517+137.5% | $3,054+173.5% |
| Admin fee / account holder | $269 | $416-35.2% | $4,510-94.0% | $504-46.5% |