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 COMPANY4+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $57,331 |
Participant contribution per participant 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 | $10,870 | $43,999-75.3% | $79,464-86.3% | $55,725-80.5% |
| Participation rate | 98.4% | 66.9%+31.4pp | 73.3%+25.0pp | 70.9%+27.5pp |
| Annual return | -5.11% | 1.81%-6.9pp | 718.14%-723.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $886 | $1,830-51.6% | $2,800-68.4% | $2,078-57.4% |
| Participant deferral / active EE | $97 | $2,538-96.2% | $3,704-97.4% | $3,356-97.1% |
| Admin fee / account holder | $82 | $118-30.1% | $5,113-98.4% | $115-28.6% |