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 | $61,942 |
S B H U LIFE AGENCY INC5 years Service code 49 · EIN 13-2896238 | Other Services | $22,551 |
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 | $154,650 | $86,944+77.9% | $107,525+43.8% | $74,304+108.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 6.52% | 23.52%-17.0pp | 181.32%-174.8pp | 29.43%-22.9pp |
| Employer contribution / active EE | $3,278 | $2,757+18.9% | $3,754-12.7% | $2,241+46.3% |
| Participant deferral / active EE | $7,963 | $3,554+124.0% | $5,116+55.7% | $3,767+111.4% |
| Admin fee / account holder | $382 | $3,727-89.7% | $8,919-95.7% | $2,969-87.1% |