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 |
|---|---|---|
Service code 49 · EIN 45-3706480 | Other Services | $167,102 |
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $66,901 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,111 |
UNITE HERE HEALTH1 year Filed as: UNITE HERE LOCAL 26 Service code 13 · EIN 22-3674126 | Contract Administrator | $46,480 |
MANZI & ASSOCIATES, LLC1 year Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $40,112 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $17,156 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 | Other Services | $5,036 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,491 | $26,479+30.3% | $74,701-53.8% | $77,787-55.7% |
| Participation rate | 74.2% | 37.6%+36.5pp | 54.5%+19.7pp | 73.2%+0.9pp |
| Annual return | 4.89% | 38.31%-33.4pp | 752.92%-748.0pp | 32.57%-27.7pp |
| Employer contribution / active EE | $281 | $440-36.1% | $1,084-74.1% | $2,504-88.8% |
| Participant deferral / active EE | $2,046 | $1,074+90.5% | $1,964+4.2% | $3,967-48.4% |
| Admin fee / account holder | $132 | $119+10.5% | $3,333-96.1% | $100+31.4% |