Filed January 25, 2024
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 9-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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $71,789 |
S B H U LIFE AGENCY INC1 year Service code 49 | Other Services | $42,484 |
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $5,589 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,528 |
Filed as: AMERITAS ADVISORY Service code 27 · EIN 84-4383499 | Advisory (Plan) | $4,107 |
Filed as: UNIGLOBAL PESNION PLANNING INC Service code 13 · EIN 13-3601506 | Contract Administrator | $1,340 |
S B H U LIFE AGENCY INC1 year Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,052 | $101,317+27.4% | $146,958-12.2% | $74,495+73.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.24% | 8730.91%-8705.7pp | 418.34%-393.1pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $8,703 | $3,810+128.4% | $4,933+76.4% | $2,623+231.8% |
| Participant deferral / active EE | $14,680 | $7,303+101.0% | $8,070+81.9% | $4,346+237.8% |
| Admin fee / account holder | $563 | $1,739-67.6% | $12,998-95.7% | $1,942-71.0% |