Filed September 20, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,014 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $9,734 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,969 | $73,102-60.4% | $123,544-76.6% | $56,287-48.5% |
| Participation rate | 77.6% | 74.3%+3.3pp | 82.3%-4.7pp | 69.9%+7.8pp |
| Annual return | 0.21% | 3.01%-2.8pp | 119.20%-119.0pp | -9.96%+10.2pp |
| Employer contribution / active EE | $1,164 | $2,977-60.9% | $4,628-74.8% | $2,111-44.8% |
| Participant deferral / active EE | $6,358 | $5,423+17.2% | $6,426-1.1% | $3,350+89.8% |
| Admin fee / account holder | $84 | $554-84.8% | $9,284-99.1% | $521-83.8% |