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: GBHE LOCAL 26 BENEFITS ADMIN LLC Service code 49 · EIN 45-3706480 | Other Services | $90,643 |
S B H U LIFE AGENCY INC5+ years Service code 49 · EIN 13-2896238 | Other Services | $70,641 |
TRUSTEES OF GREATER1 year Filed as: TRUSTEES OF GREATER BOST Service code 13 · EIN 22-3674126 | Contract Administrator | $52,787 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,231 |
MANZI & ASSOCIATES, LLC5+ years Service code 10 · EIN 04-3508036 | Accounting | $27,035 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $16,816 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $5,317 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,220 | $29,516+19.3% | $77,482-54.5% | $90,288-61.0% |
| Participation rate | 72.3% | 33.7%+38.7pp | 54.2%+18.1pp | 73.4%-1.0pp |
| Annual return | 3.02% | 231.18%-228.2pp | 54.79%-51.8pp | 53.97%-51.0pp |
| Employer contribution / active EE | $207 | $381-45.6% | $986-79.0% | $2,524-91.8% |
| Participant deferral / active EE | $1,563 | $944+65.6% | $1,861-16.0% | $4,232-63.1% |
| Admin fee / account holder | $105 | $106-0.8% | $2,858-96.3% | $114-8.0% |