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 |
|---|---|---|
BILLINGS AND COMPANY, INC.2 years Filed as: BILLINGS AND COMPANY INC Service code 13 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $8,589 |
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 | $36,612 | $47,456-22.9% | $172,739-78.8% | $77,787-52.9% |
| Participation rate | 11.2% | 66.3%-55.1pp | 82.6%-71.4pp | 73.2%-62.0pp |
| Annual return | 20.30% | 35.57%-15.3pp | 802.84%-782.5pp | 32.57%-12.3pp |
| Employer contribution / active EE | $172 | $1,574-89.1% | $5,143-96.7% | $2,504-93.1% |
| Participant deferral / active EE | $252 | $2,560-90.2% | $5,198-95.2% | $3,967-93.7% |
| Admin fee / account holder | $56 | $81-30.3% | $13,954-99.6% | $100-43.7% |