Filed April 23, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: BILLINGS AND COMPANY INC Service code 15 2020 INDIAN HILLS DRIVE SUITE 100 · SIOUX CITY, IA 51104 | Recordkeeping | $6,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,950 | $45,382-31.8% | $154,107-79.9% | $75,289-58.9% |
| Participation rate | 11.0% | 65.9%-54.9pp | 83.0%-72.1pp | 72.4%-61.4pp |
| Annual return | -4.11% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $159 | $1,533-89.6% | $5,298-97.0% | $2,405-93.4% |
| Participant deferral / active EE | $243 | $2,384-89.8% | $5,081-95.2% | $3,739-93.5% |
| Admin fee / account holder | $18 | $89-80.1% | $13,411-99.9% | $102-82.6% |