See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,110 |
S B H U LIFE AGENCY INC4 years Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,214 | $60,776-5.9% | $85,682-33.2% | $79,386-27.9% |
| Participation rate | 41.1% | 62.1%-21.0pp | 69.9%-28.7pp | 70.7%-29.6pp |
| Annual return | 13.18% | 16.57%-3.4pp | 21.49%-8.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $692 | $1,663-58.4% | $2,618-73.6% | $2,427-71.5% |
| Participant deferral / active EE | $2,112 | $2,919-27.6% | $3,923-46.2% | $4,046-47.8% |
| Admin fee / account holder | $147 | $438-66.4% | $6,873-97.9% | $626-76.5% |