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 COMPANY3+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $52,751 |
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 | $11,716 | $46,100-74.6% | $86,590-86.5% | $69,631-83.2% |
| Participation rate | 98.2% | 67.2%+31.0pp | 73.5%+24.6pp | 70.7%+27.5pp |
| Annual return | 11.71% | 21.02%-9.3pp | 964.84%-953.1pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,048 | $1,850-43.4% | $2,839-63.1% | $2,032-48.5% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $75 | $94-20.4% | $4,906-98.5% | $110-32.3% |