Filed March 20, 2012
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 | $49,901 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $22,364 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,532 | $76,670+67.6% | $96,683+32.9% | $71,457+79.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 11.69% | 48.29%-36.6pp | 35.69%-24.0pp | 28.85%-17.2pp |
| Employer contribution / active EE | $5,163 | $3,031+70.3% | $3,737+38.2% | $2,588+99.5% |
| Participant deferral / active EE | $7,788 | $3,771+106.5% | $4,878+59.7% | $4,289+81.6% |
| Admin fee / account holder | $295 | $2,028-85.5% | $6,730-95.6% | $1,587-81.4% |