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 | $44,183 |
SBHU LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $24,225 |
Service code 13 · EIN 94-2456320 | Contract Administrator | $5,235 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,394 | $55,453+30.6% | $170,442-57.5% | $62,292+16.2% |
| Participation rate | 74.8% | 66.4%+8.4pp | 83.6%-8.8pp | 69.5%+5.3pp |
| Annual return | 15.39% | 21.38%-6.0pp | 205.93%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,482 | $2,164-31.5% | $5,433-72.7% | $2,042-27.4% |
| Participant deferral / active EE | $3,581 | $2,303+55.5% | $4,939-27.5% | $3,169+13.0% |
| Admin fee / account holder | $483 | $455+6.1% | $13,880-96.5% | $479+0.8% |