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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 10-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 |
|---|---|---|
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $19,789 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,594 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,657 | $44,873+10.7% | $79,464-37.5% | $56,287-11.8% |
| Participation rate | 72.0% | 68.7%+3.2pp | 73.3%-1.4pp | 69.9%+2.1pp |
| Annual return | -7.28% | 0.81%-8.1pp | 718.14%-725.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $370 | $2,140-82.7% | $2,800-86.8% | $2,111-82.5% |
| Participant deferral / active EE | $3,114 | $2,746+13.4% | $3,704-15.9% | $3,350-7.0% |
| Admin fee / account holder | $19 | $418-95.5% | $5,113-99.6% | $521-96.4% |