See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,075 |
S B H U LIFE AGENCY INC2 years Filed as: S B H U LIFE AGENCY INC. Service code 49 | Other Services | $18,046 |
Service code 13 | Contract Administrator | $3,008 |
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 · EIN 13-3601506 | Contract Administrator | $2,250 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,412 | $34,934+95.8% | $56,411+21.3% | $74,495-8.2% |
| Participation rate | 62.6% | 32.8%+29.7pp | 52.5%+10.1pp | 67.2%-4.6pp |
| Annual return | 15.46% | 25.94%-10.5pp | 1701.33%-1685.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,270 | $609+272.7% | $1,039+118.5% | $2,623-13.5% |
| Participant deferral / active EE | $5,159 | $1,170+340.8% | $1,952+164.3% | $4,346+18.7% |
| Admin fee / account holder | $309 | $2,364-86.9% | $2,829-89.1% | $1,942-84.1% |