See peer percentile detail. $4.99 for your first month.
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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 | $182,832 |
S B H U LIFE AGENCY INC7+ years Service code 49 · EIN 13-2896238 | Other Services | $75,919 |
Service code 49 | Other Services | $41,661 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,808 |
MANZI & ASSOCIATES, LLC7+ years Service code 10 · EIN 04-3508036 | Accounting | $26,195 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $16,508 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $5,714 |
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 | $37,150 | $26,906+38.1% | $61,373-39.5% | $77,904-52.3% |
| Participation rate | 70.0% | 33.4%+36.6pp | 52.6%+17.4pp | 73.7%-3.7pp |
| Annual return | -11.09% | -14.46%+3.4pp | 338.61%-349.7pp | 12.21%-23.3pp |
| Employer contribution / active EE | $229 | $521-56.1% | $1,159-80.3% | $2,848-92.0% |
| Participant deferral / active EE | $1,781 | $1,180+50.9% | $2,125-16.2% | $4,806-62.9% |
| Admin fee / account holder | $125 | $117+6.8% | $2,130-94.1% | $133-5.8% |