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 | $187,513 |
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $94,418 |
GBHE LOCAL 26 BENEFITS ADMINISTRATI10+ years Service code 49 | Other Services | $79,328 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $66,361 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,287 |
MANZI & ASSOCIATES, LLC8 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $26,980 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,031 | $35,197-6.2% | $53,898-38.7% | $102,872-67.9% |
| Participation rate | 83.2% | 29.6%+53.6pp | 55.0%+28.2pp | 73.0%+10.2pp |
| Annual return | 9.42% | 17.55%-8.1pp | 528.60%-519.2pp | 19.06%-9.6pp |
| Employer contribution / active EE | $178 | $713-75.0% | $932-80.9% | $3,526-94.9% |
| Participant deferral / active EE | $2,512 | $1,333+88.5% | $1,826+37.5% | $5,535-54.6% |
| Admin fee / account holder | $101 | $834-87.8% | $2,491-95.9% | $292-65.3% |