Filed June 7, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC5 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $112,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,905 | $104,317-31.1% | $159,436-54.9% | $86,799-17.2% |
| Participation rate | 66.9% | 77.7%-10.8pp | 82.8%-15.9pp | 72.3%-5.4pp |
| Annual return | 16.45% | 26.32%-9.9pp | 263.57%-247.1pp | 97.91%-81.5pp |
| Employer contribution / active EE | $4,639 | $3,451+34.4% | $4,829-3.9% | $2,405+92.9% |
| Participant deferral / active EE | $10,088 | $6,837+47.6% | $7,352+37.2% | $4,131+144.2% |
| Admin fee / account holder | $242 | $172+40.5% | $10,799-97.8% | $170+42.7% |