Filed May 14, 2018
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 |
|---|---|---|
BPA OF WI A BENESYS COMPANY2+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $52,801 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,551 | $39,859-73.5% | $78,689-86.6% | $57,658-81.7% |
| Participation rate | 99.0% | 66.1%+32.9pp | 73.6%+25.4pp | 70.2%+28.8pp |
| Annual return | 2.85% | 18.96%-16.1pp | 62.18%-59.3pp | 5.13%-2.3pp |
| Employer contribution / active EE | $994 | $1,786-44.3% | $2,851-65.1% | $1,974-49.6% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $75 | $76-2.0% | $4,510-98.3% | $95-21.0% |