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, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $188,944 |
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 | $38,217 | $95,388-59.9% | $125,339-69.5% | $77,904-50.9% |
| Participation rate | 52.1% | 78.6%-26.5pp | 82.4%-30.3pp | 73.7%-21.6pp |
| Annual return | -14.86% | 116.19%-131.0pp | 572.05%-586.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,030 | $3,666-44.6% | $4,814-57.8% | $2,848-28.7% |
| Participant deferral / active EE | $4,414 | $7,711-42.8% | $7,446-40.7% | $4,806-8.1% |
| Admin fee / account holder | $137 | $119+15.4% | $10,010-98.6% | $133+3.5% |