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 | $152,360 |
S B H U LIFE AGENCY INC8+ years Service code 49 · EIN 13-2896238 | Other Services | $72,293 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $41,923 |
ROBERT HALF1 year Service code 49 · EIN 94-1648752 | Other Services | $37,413 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,374 |
Service code 49 | Other Services | $29,745 |
MANZI & ASSOCIATES, LLC1 year Filed as: MANZI ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $27,290 |
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 | $34,287 | $30,147+13.7% | $58,482-41.4% | $80,160-57.2% |
| Participation rate | 74.6% | 34.4%+40.2pp | 50.9%+23.8pp | 72.9%+1.7pp |
| Annual return | 9.40% | 21.97%-12.6pp | 4239.32%-4229.9pp | 40.38%-31.0pp |
| Employer contribution / active EE | $234 | $528-55.7% | $1,053-77.8% | $2,978-92.1% |
| Participant deferral / active EE | $2,100 | $1,249+68.2% | $1,924+9.2% | $5,017-58.1% |
| Admin fee / account holder | $111 | $195-43.2% | $2,516-95.6% | $145-23.7% |