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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $10,950 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,257 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,879 | $63,299+2.5% | $91,001-28.7% | $62,292+4.2% |
| Participation rate | 64.3% | 73.3%-9.0pp | 75.6%-11.3pp | 69.5%-5.2pp |
| Annual return | 14.61% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,530 | $1,807-15.3% | $2,456-37.7% | $2,042-25.1% |
| Participant deferral / active EE | $2,399 | $2,943-18.5% | $3,547-32.4% | $3,169-24.3% |
| Admin fee / account holder | $28 | $468-94.0% | $5,417-99.5% | $479-94.1% |