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 | $182,832 |
S B H U LIFE AGENCY INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $83,928 |
Service code 49 | Other Services | $50,614 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $49,736 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,860 |
MANZI & ASSOCIATES, LLC7 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $26,145 |
ROBERT HALF2 years Service code 49 · EIN 94-1648752 | Other Services | $7,297 |
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 | $33,159 | $31,741+4.5% | $56,411-41.2% | $199,593-83.4% |
| Participation rate | 73.2% | 32.3%+40.8pp | 52.5%+20.7pp | 72.0%+1.2pp |
| Annual return | 11.49% | 14.72%-3.2pp | 1701.33%-1689.8pp | 34.25%-22.8pp |
| Employer contribution / active EE | $183 | $508-63.9% | $1,039-82.4% | $3,034-94.0% |
| Participant deferral / active EE | $2,082 | $1,184+75.9% | $1,952+6.7% | $5,087-59.1% |
| Admin fee / account holder | $112 | $426-73.7% | $2,829-96.0% | $269-58.2% |