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 | $56,680 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $23,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,355 | $80,724+65.2% | $103,333+29.1% | $74,495+79.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 8.68% | 27.56%-18.9pp | 24.88%-16.2pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $3,509 | $3,157+11.1% | $3,868-9.3% | $2,623+33.8% |
| Participant deferral / active EE | $6,657 | $3,860+72.4% | $5,057+31.6% | $4,346+53.2% |
| Admin fee / account holder | $323 | $2,368-86.4% | $8,355-96.1% | $1,942-83.4% |