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 |
|---|---|---|
SBHU LIFE AGENCY INC2 years Service code 53 | Insurance Commissions | $13,382 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 56425 | Contract Administrator | $4,550 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 49 · EIN 04-1590850 | Other Services | $3,623 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $69 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGENCY, INC. Service code 53 · EIN 13-2896238 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,113 | $55,449+1.2% | $83,848-33.1% | $56,287-0.3% |
| Participation rate | 56.6% | 68.0%-11.5pp | 76.1%-19.6pp | 69.9%-13.3pp |
| Annual return | -6.79% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,468 | $2,430-39.6% | $3,631-59.6% | $2,111-30.5% |
| Participant deferral / active EE | $2,736 | $2,935-6.8% | $4,082-33.0% | $3,350-18.3% |
| Admin fee / account holder | $38 | $656-94.2% | $5,478-99.3% | $521-92.7% |