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 COMPANY6+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $58,354 |
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 | $13,548 | $52,670-74.3% | $90,404-85.0% | $73,409-81.5% |
| Participation rate | 98.4% | 67.7%+30.7pp | 72.7%+25.7pp | 72.2%+26.2pp |
| Annual return | 12.47% | 20.70%-8.2pp | 1293.02%-1280.5pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,103 | $1,872-41.1% | $3,262-66.2% | $2,234-50.6% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $80 | $117-31.2% | $5,611-98.6% | $158-49.1% |